

S11E22: Bain M&A Case Solved by Duke Masters Candidate
Sep 15, 2023
An airline considers investing in an e-commerce company. The candidate delivers a strong investment recommendation. They discuss the benefits of a merger, analyze the market size, growth rates, and profitability of the e-marketplace software company. They explore the challenges of the airline industry and switching to a software system. The pros and cons of investing in a software company are examined, focusing on cost savings and innovation. Feedback on the candidate's recommendation is given, highlighting the bimodal nature of the topic and communication skills.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 3min
Merits of a Merger and Investment in E-Marketplace Software
02:41 • 2min
Analysis of a potential investment in an e-marketplace software company
04:25 • 5min
Procuring Parts from a Legacy System in the Airline Industry
09:40 • 15min
Investment Decision and Considering External Funding
24:22 • 2min
Investing in New Software
26:15 • 9min
Conclusion and Feedback on a Case Recommendation
35:33 • 3min