S11E10: Stax Private Equity Case Interview - Portfolio Company Growth
Strategy Simplified
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How to Figure Out What's the Install Base for Water Jet Cutting Equipment
How do we figure out how many companies and how many units are being currently used right now in the US? Okay. So I mean, I'd probably start with, you know, I'd look at our core industries and then within within each industry, we kind of estimate the usage rate of these water jet machines. What is somewhat difficult is to,you know, kind of know the exact number of machines per company. And so based on some metric, I'm not sure whether it would necessarily be, it could be, you know,. square footage per factory. But that seems like crucial component of the sizing here.
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