Strategy Simplified

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.
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Episode notes
1
Introduction
00:00 • 3min
2
Merits of a Merger and Investment in E-Marketplace Software
02:41 • 2min
3
Analysis of a potential investment in an e-marketplace software company
04:25 • 5min
4
Procuring Parts from a Legacy System in the Airline Industry
09:40 • 15min
5
Investment Decision and Considering External Funding
24:22 • 2min
6
Investing in New Software
26:15 • 9min
7
Conclusion and Feedback on a Case Recommendation
35:33 • 3min