Wednesday, November 26

Key elements related to return expectations

Demand
Based on worldwide demand, include an analysis of substitutes for the company’s product.

Value Creation
Focus on the sources of value that can be extracted through the value chain, which consists of suppliers of raw materials, but also the delivery firms

Industry Life Cycle
Important to understand an industry’s growth prospects to determine an appropriate growth rate.

Competition
Much more complicated as the analysis is done with global industries and laws in mind.

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