Any case studies/ links to case studies that every fundamental investor should know?
I.E: CRM for SaaS, VISA/Mastercard for network effects, COST scaled economies shared
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Based on the most helpful WSO content, here are some resources and suggestions for case studies that every fundamental investor should know:
University Case Books:
Business School Type Real Estate Case Studies:
Value Investor's Club:
Consulting Case Studies:
Books and Resources:
Q&A Calls with the Buy-Side:
Modeling Tests/Case Studies:
For specific examples like CRM for SaaS, VISA/Mastercard for network effects, and COST for scaled economies shared, you might need to look into specialized case studies or industry reports that focus on these companies and their business models.
If you need more detailed resources or specific case studies, you might want to explore the links and forums mentioned above for comprehensive insights.
Sources: Business School Type Real Estate Case Studies, Case Prep, Q&A: European PE Professional, From M&A to Hedge Fund, "Good investment thesis/argument" - where can one find these?
Acquired podcast is going to be your best bet for more recent case studies (recently did visa).
Outsiders is a classic book looking at a bunch of different companies (but older).
Investing with the titans is another one that prob has more of a focus on the company’s as a stock (case studies on a handful of industrial companies through the lens of analysts who covered them).
I’m sure there are also a decent number of HBS case studies that would be in this ilk as well. You can find some of them floating around the interwebs or I think you can also buy them for like $5
Thanks. Any episodes/ specific cases that stand out?
Not any good ones. Maybe I'll post some.
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