@_inpractise

A Primary Research platform for long-term fundamental investors.

Joined October 2015
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.
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Former Product & Account Manager at Adyen on the no-acquisitions rule $ADYEN held since 2006
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Former CTO of Smadex on competing with $APP when AppLovin is also the referee
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Managing Director at Citi, who ran Palantir at Credit Suisse, on why UBS kept $PLTR
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Weekly Update: September 23 30 expert interviews. Featured: AWS: a 5GW commit that lands at 2GW in year one Uber vs Waymo: break-even at 12 trips a day Louis Vuitton: the 1-3% price rise ceiling
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Former Global Merchandising Manager at Louis Vuitton on the 1-3% annual price rise ceiling. $MC
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Former Global Merchandising Manager at Louis Vuitton on how the Neverfull earns a EUR 200 rise. $MC
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Former Head of M&A at CoStar on why brokers feel they have to have $CSGP
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Former Sr Strategic Account Director at Salesforce on $CRM giving Agentforce away for free
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Former President of Fortiline Waterworks on why $CNM and Ferguson are always one and two
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Former Account Director at Palantir on why a $PLTR deal costs $3-10m a year
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Former SVP of US Cement Manufacturing at Amrize on second price increases ($AMRZ)
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Former CFO of Woodward on how $WWD won the LEAP fuel system uncontested
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Commercial Director at Manchester United on $GLBE pricing power
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Sales Manager at Mäklarhuset on $HEM.ST's listing share sliding from 90% to 80%
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Former VP at AlzChem on being the only nitroguanidine source outside China ($ACT.DE)
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Former AWS data center exec on how much of the $AMZN backlog actually gets consumed
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