1 When estimating market size, estimate it in total Dollar terms

2 Ask Geography if not provided

3 Fragmented Market = No organic growth possible (Acquisition preferred)
4 Concentrated Market = Organic growth a possibility
5 If in the question, channels is not given , always ask what are the channels through which we sell the product to cus

Who are total customers

Who are our customers??

Ways to increase Revenue

Split in two ways organic, and acquisition

Organic New Product

New Channels
Tieups
Marketing

In Organic Acquire

6 Capital risk is a thing. Your capital might be stuck in an investment.

e sell the product to customers

Increase price
New Geography
 1 Chick Flix Understand the business.
Variable cost is independent of subscription

2 School Education Board

1. Supply Demand

3 Cows Run or walk.

Always look at the costs involved
Supply demand framework

4 Pharma Co with Hamza

1. Always do market size in Dollars per year
2. Hence don’t forget about price and number bought per year
3. Don’t forget product

5 PE firm
What does it wanna do. Flip or hold?

6 Wholefoods
Wanna increase profits, look at profit margin

7 Bolsen Pharma
Ross 2012
Ask for Geography if not provided
Market Size Always in Dollar Terms

8 Gym Chain
In Clarifying question, always clarify how the firm make money. That is the key.
Upen Sent by Julien

9 Zoos
When Doing NPV do sensitivity of growth rate predicted
Kelogg 2011

10 Maine Apples
Kelogg 2012

11 Something Lubricants
Crack a case archives

12 Mexico City Airport Taxi

13 High Q plastics
Kellogs

14 Rotassery Chicken
New Product = think patent
 New Product = think Cannibalisation
Cannibalisation = think profir margins

15 Lawn co
Always ask for a companies business model
When you are asked this or that, there needs to be atlease one apples to apples comparision mostly revenue and co
Whenever there is cost, take a look at revenue as well
Customer Acquisition Cost
Customer Lifetime value

16 Kellog After School Programme

In case there is no Structure, there are three considerations
Financial
Stratergic
Operational

Always say qualitatively looks like this, but lets confirm it quantitatively

17 Mckinsey Workshop Food Truck Delivery

Ways to Increase profit
1. Increase prices
2. Start online ordering
3. Increse the operating hours
4. Increase the menu to items with more margins(eg. Mcdonalds with upsizing model)
5. Tie up with corporates
6. Introduce seasonal favourates (Mcdonalds)
6. Try and redue cost through efficiency (Mcdonalds)

Ways to reduce cost

1. Mcdonalds model (Only keep the most popular things in the menu)
2. Reduce staff cost by employing part time workers (like students)

18 UK Asset Management
Wharton 2009
Bombed so do I properly
Portfolio fit for PE firms

19 Go Net Case 1
Kellog 2013

20 Bain Next Gen Optics

Given by Doug Riddle
Bain promots generalist

21 Montoya Soup
 Need to have multilayer and better structure
Kellog 2016
Significance of EV/EBITDA multiple
Look at the FRAMEWORK in the kellogg book

22 Little Bud Co
Ross 2012 Increasing Shareholder Value case. Look into it.

23 Coffee Grind
Wharton 2010
In the clarifying questions, ask for Channels
Ask 4C's in clarifying questions if possible

24 Liberty Health Care

Kathy sent
In health insurance, young people will not pay a high premium

25 Thompson health Care

Kellog 2016
Prashi
Drivers of cost for insurance are Demographics, old/young, healthy/unhealthy etc
Some the the mutual health insurance companies are non profit. Give money back to its members

Workshop Bain Demo case

How to check for synergies
1. Break down cost for both
2. If the costs are not in proportion to revenues, it means that there is a economy of scale involved
3. Those are the areas of costs where synergies can be achieved because of economies of scale

26 Airjet
LBS 2017
Forward integration. Enter into the lessor business.

27 Tacotle
Kellogs

28 Kellog in India
Kellogs 2016

29 Michigan Money
Duke or something

30 SunCO Given to Prashi

Do or not: Stratergic, Operational and Financial
India Post Has not been able to convert from payments to commertial for 4 years due to operaional issues
31 Vitality Insurance
Kellog 2016
Most Insurance companies have sales agents
Take a look at the compensation structure. Might be important.
In a profit case, ask the market conditions up front. So that the framework is only P&L
Fraud is a thing that needs to be considered.

32 Refresh Now Soda

LBS 2017

33 Wine & Co
Kellog 2017
Whenever you calculate NPV, always mention that we need to do sensitivity analysis
When you are planning a marketing stratergy, always ask who your customers are. Is it Premium or mass etc

34 Solar Cell Bain Case with Doug Riddle

Bain always has a trick based on one ratio not being proportional to revenues
When you look at the rating's of a company on a customer survey, always ask the ranking of the factors

35 Credit Card Case with Alexis

If data trend is given, good to also extrapolate it in future and give a prediction

36 Brazilian Highway concession company

When there is acquisition always think Synergies
When entering a new country, look for access to capital, currency and culture as well

When making a investment decision look at

1. Proitibality
2. ROIC
3. Payback period
4. NPV

39 Whiskey Brand Turnaround

1. Clients brand declined can mean brand strength reduced
Does not necessarily have to stem from profits
Would be better to quantify what decline in brand means
Also decline in share price does not necessarily mean decline in Profits

40 Russian TV Channel
 How much to Bid on 4G
The total bid is not just how much revenue/price rise is expected
It is also how much loss of customers if we don’t get the license
The max bit is the spread between the gain and loss

41 Coffee Grind
Profitibality case/ Profit Margin case
Look at breakdown by channels
Look at change in customer preferences

Random: Increase switching costs by entering into long term contracts

mparision mostly revenue and cost
 o its members

scale involved

ue to operaional issues
s it Premium or mass etc

nking of the factors