Strategy Simplified S11E10: Stax Private Equity Case Interview - Portfolio Company Growth
Aug 4, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17
Introduction
00:00 • 3min
The Business Model and Growth Prospects of a Portfolio Company
03:01 • 2min
How to Assess Road Prospects for Water Jet Cutting Machines
04:43 • 2min
How to Size a Management Consulting Market
06:25 • 3min
How to Estimate the Market Size of a Machine
09:40 • 2min
How to Figure Out What's the Install Base for Water Jet Cutting Equipment
11:39 • 2min
The Importance of Alternative Approaches
13:59 • 2min
Why Flame Over Water Jet Is Eroding Our Market Share
16:12 • 2min
The Importance of Combining Annual Purchase Rates
17:42 • 2min
How to Calculate an Annual Purchase Rate
19:13 • 4min
The 35% Replacement Rate for Our Water Jet Portfolio Company
23:23 • 2min
How to De-Risk Long Term Value Creation in Private Equity
25:08 • 4min
How to Cut Fees for Laser, Mechanical and Flame
29:23 • 2min
The Pros and Cons of Mechanical Cutting Tools
31:04 • 2min
How to Steer Up Your Position on the Water Jet Cutting Side
33:06 • 2min
The Future of Water Jet Machines
34:53 • 2min
How to Use Case Case Case Interviews to Improve Your Career
36:43 • 7min