Investor. Interested in global high-quality companies Read my work @ https://xitter.gq/t.co/xjjFrNpuo1 DM open
Global
Joined April 2021
- Tweets1.2K
- Following505
- Followers3.4K
- Likes898
Partnership Investing retweeted
We're hiring Research Analysts at In Practise.
The role
You'd cover a handful of public companies in depth and spend most of your time on the phone with former executives, customers, distributors and suppliers of those businesses. Map the value chain and the unit economics, then curate the work into research we publish.
Four mandates: Generalist / IP References, Semiconductors, Life Sciences, Energy. Detail in the images.
Requirements
• Minimum 3 years buyside or sell side
• Sector experience for the specialist mandates
• Judgement about which questions matter to an investment case
Terms
• Remote and full-time, offices in London and Madrid
• Cash + equity compensation
How to apply
Send three things to [email protected], subject "In Practise - Research Analyst":
1. Cover letter
2. CV + LinkedIn
3. An investment thesis on a company of your choice, minimum five pages
The thesis is read first and weighed most heavily. Applications missing any of the three won't be reviewed.
Partnership Investing retweeted
We created a new research platform with the goal of covering 150+ investable, sub-$500M market cap companies globally. Re-tweet this post and we’ll give you 6 months free trial to our service
Partnership Investing retweeted
As long as GGR is generated, who cares about the source right? $EVO
"when the police officially announced they would track down online casinos, many brands became afraid and wanted to leave the market. This...created an opportunity for new brands that didn't care about the law"
$EVO ‘s financials are very pretty but the details about how some of the “Asia” and “unregulated” revenue is generated is not so pretty
Mirror websites to avoid bans, renting/rotating bank accounts, cash to middlemen…
H/t @_inpractise great expert find
Partnership Investing retweeted
$EVO ‘s financials are very pretty but the details about how some of the “Asia” and “unregulated” revenue is generated is not so pretty
Mirror websites to avoid bans, renting/rotating bank accounts, cash to middlemen…
H/t @_inpractise great expert find
Partnership Investing retweeted
New interview with an APAC-based B2B aggregator on $EVO and live casino operations...
Partnership Investing retweeted
We share context to our recent research on HEICO and PMA vs OEM Power
PMAs can have 50%+ EBITDA margin and its buried in HEI FSG Segment
We've been exploring the limitations and opportunities for $HEI PMA portfolio
Partnership Investing retweeted
Thought we'd give this a try
We share more context to our recent piece on $TDG and how Boeing is looking to take back ownership of the aftermarket from suppliers
Partnership Investing retweeted
Book giveaway!
Ronald Fagerfjäll, the legendary business journalist who joined us in episode 50, has generously signed two of his books for a giveaway. To participate:
📚Like & Retweet
📚Follow us (so we can DM you)
The winners will be announced on Friday, October 27.
Partnership Investing retweeted
ok, plan to dive into bioprocessing and Danaher, Sartorius, $tmo in q4
two questions:
best primers to start?
which parts of the value chain are more opaque / less well-covered that we should focus on?
Partnership Investing retweeted
Our recent interview with Former VP at Intuitive Surgical $ISRG shares insight into the switching costs of the Da Vinci ...
Partnership Investing retweeted
We're launching a New Enterprise Tier
While we plan to 4x the number of interviews we publish over the next 3 years, we believe curation and signal now matter more than ever.
Our New Enterprise Tier includes new content formats built from our private primary research
Partnership Investing retweeted
1 month until 2023's big event w/ @_inpractise @chriswmayer @oddbjorndybvad in Stockholm!
𝗖𝗼𝗺𝗽𝗮𝗻𝗶𝗲𝘀🇸🇪🇳🇴🇫🇮🇬🇧
Addnode
Bergman & Beving
Boreo
Fasadgruppen
Green Landscaping
Håndverksgruppen
Lagercrantz
Norva24
Röko
SDI
Sdiptech
tbd30
Teqnion
Volati
redeye.se/events/868835/rede…
Partnership Investing retweeted
A thread with some insights emerging from primary research published at inpractise.com in 2022
1. AMZN Retail P&L Deconstruction
2. CSU & Serial Acquirer Org Structures
3. AWS Long-Run Margins
4. Ashtead's increased resilience
5. COST Culture
Partnership Investing retweeted
IP is on Spotify!
Our full interview library of free and paid content is now available on Spotify
Partnership Investing retweeted
🎉 We are thrilled to announce the launch of Stratosphere.io's major platform update.
It is set to be the best fundamental stock investing research platform on the internet.
This thread outlines its powerful feature set and how you can use it today for free.🔥
Partnership Investing retweeted
Really enjoyed our talk with the smart and friendly @MattJoass on how investors (and our society) can benefit from the book Superforecasting.
Thanks to @PartnershipInv for putting us in contact with Matt. The episode is available where you listen to podcasts. Enjoy!
Partnership Investing retweeted
Today we released our first quarterly update on Nordic serial acquirers. I hope you like it! redeye.se/research/864506/se… @chriswmayer @CarterJohnson23 @oddbjorndybvad @SerialAcquirers @PartnershipInv @Redeye_
Partnership Investing retweeted
Great pod from @IB_Redeye
“If you’re sitting at home only looking at numbers Renaissance will eat your lunch…go and spend time with people. Become an investigative reporter of companies.”
Thank you @EricMarkowitz for setting us on to Mandelman’s work
redeye.se/podcast/investing-…
Partnership Investing retweeted
We just published our learnings and full breakdown of $AMZN e-commerce P&L
A few key takeaways:
1) The S-Team don't include ads OR subs in the ecommerce P&L
