This is good. I liked the other video on Apple and Beats Electronics as well - mergers and acquisitions case study
@andrewcampbell312510 жыл бұрын
It is good if all three logics suggest the same answer - for example, it is a good business, you can add lots to it and it is cheap. But normally the three logics give different answers: it is a good business, you can add value to it, but it is expensive or it is a good business, but you cannot add much. In these cases, either the capital markets valuation or the attractiveness of the business is not a problem because you can add so much extra or the fact that you can't add much is not a problem because the business is so cheap.