The Thoughtful Investor (Ch 18–20) | Acquisitions, Market Share & Management | Basant Maheshwari
Автор: Finance with AI
Загружено: 2026-01-22
Просмотров: 2693
Описание:
In this video, we cover Chapters 18–20 of The Thoughtful Investor by Basant Maheshwari, focusing on how capital allocation, competitive positioning, and management quality shape long-term investor returns.
This part explains:
Why most acquisitions destroy shareholder value
How market share gains reveal real business strength
Why growth matters only when it comes at competitors’ expense
How to evaluate management without relying on narratives or interviews
Capital allocation and behaviour across business cycles
Together, these chapters form a complete framework for judging business quality beyond financial numbers.
This is Part 4 of the ongoing The Thoughtful Investor series.
📚 Series Progress
• Part 1: Foundations of Investing
• Part 2: Bubbles, Business Quality & Valuation
• Part 3: Business Models, Financials & ROE
• Part 4: Acquisitions, Market Share & Management (This Video)
⚠️ Disclaimer
This video is for educational purposes only.
It is not investment advice.
Always do your own research before making financial decisions.
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