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11 Feb, 5 tweets, 2 min read
NEW INTERVIEW: Intuitive Surgical: Selling $2m da Vinci Robots

''you have to sit surgeons on the technology. Nine out of 10 times, if you can get them on a robot, it blows their mind''

$ISRG
Hospitals mainly buy da Vinci's to keep their best surgeons

Surgeons happy = hospital keeps the procedures = revenue retention
The major economic benefit for the hospital using da Vinci's is the reduction in patient bed days = huge cost savings.
Can J&J really compete?

Maybe the hospital administrations will want to try a new system. Unlikely the surgeons will!
We also discuss the robotic sales process, how surgeons behave, hospital buying process, and more

Full interview here: inpractise.com/articles/isrg-…

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In Practise Profile picture
4 Feb
$CDON vs other marketplaces globally:

the highest GMV growth
lowest take rate
lowest penetration of core markets
AND lowest fwd EV / GMV multiple which is <1
However, it's unclear if slowdown in $CDON 3P GMV was $amzn or more the supply issues quoted by mgmt
Also, if you're $AMZN EMEA VP - what do you focus on?

Nordics - difficult geog / logistics, much further from Ger AMZN stronghold, v diff language / culture

OR

Poland: bigger market, faster and larger GMV growth, existing warehouses, close to Ger?
Read 4 tweets
In Practise Profile picture
3 Feb
NEW INTERVIEW: Masimo SET & Patient SafetyNet

''Big players, like Medtronic or others, in my opinion, quite frankly, can’t compete with Masimo SET''

$MASI
The core SET intellectual property is one of the most unique we've come across.
The core SET IP puts $MASI in leading position to win the huge remote and continuous monitoring market
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In Practise Profile picture
23 Jan
This quote from Nick Sleep is powerful Image
Through conversations with executives, we often come across comments that make us 'recognise the deep reality' of quality companies

Here are a few:

CEO, Ferrari China on the unique culture and luxury philosophy

$RACE

inpractise.com/articles/ferra… Image
Former VP at Amazon on the power of vertically integrated ecommerce models

$AMZN $SEA $CVNA $JD $TKWY

inpractise.com/articles/onlin… Image
Read 7 tweets
In Practise Profile picture
12 Jan
Why don't US grocers use in-store picking to serve online customers similar to the UK?

$OCDO $WMT $KR
The Big 4 in the UK all use in-store picking to serve online customers.

UPH for in-store picking

UK = 140
US = 40
$OCDO OSP = 180
Both Tesco and Sainsbury's chose in-store picking vs a centralised fulfilment method online.

Is this just an interim solution?
Read 6 tweets
In Practise Profile picture
1 Jan
Farfetch China Ecosystem

$FTCH
Farfetch partner with Alibaba and Richemont to launch on T Lux Soho
$LVMH

''we don't need distribution''
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In Practise Profile picture
1 Jan
This is a fantastic question

What company did you pass on in 2020 and why?
For us, online food delivery was one area that we spent a lot of time on but couldn't take a strong view on.

$JET $UBER $DASH
A core part of our process at IP is to understand the end game market dynamics.

What are the planes of competition today vs 3-5 years time?

And what about the company's moat today, if any, will remain in the future competitive end game?
Read 9 tweets

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