2. I’m working at a small consumer company. The CEO has asked me to evaluate the
acquisition of ‘Dinesh’ and make a recommendation. Applying my tools and
frameworks, I would look at the following 4 factors:
Examples Conclusion
1
Environment • ‘Founded’ in India • Strong Growth
• International Work Experience • Outperformance in Competitive
and Competitive
• Diverse Professional Experience Environments
Strengths • Strong Performance • International Exposure
2
• Passion for Business & Investing • Analytical
Internal
• Chess • Team Oriented
Strengths • Running & Soccer • Driven w/ Strong Work Ethic
3
Management / • Leads a Team of Four Analysts • Effective Team Leader
at Trefis •
Leadership Leads by Example
• Experience Presenting • Persuasive
Ability Investment Ideas at Passport
4
• Family • Strong Underlying Motivation
Shareholders /
• Friends • Passionate
Influencers • Mentors and Idols • Ambitious and Determined
Investment Recommendation: Buy
3. 1 Environment & Competitive Strengths
Outperformance in tough competitive environments Strong, Global Perspective
• Majored in Chemical Engineering
• Graduated with Honors
• Scored in the top 5% of his
Accounting and Finance training
class • ‘Dinesh’s’ Indian Heritage &
• Ranked in the top tier of his International Work Experience
analyst class in his first year in places such as South Africa
review provide a global perspective
and understanding
• Consistently exceptional reviews
• Promoted from Junior Analyst to
Analyst after strong reviews from
Portfolio Manager
• Manages a team of four analysts
• Given an equity incentive bonus
months after joining
4. 2 Internal Strengths
Analytical: ‘Dinesh’s’ favorite hobbies are chess and investing.
He has invested his personal assets since 2001 and enjoys the
challenge of evaluating businesses
Team-Oriented: ‘Dinesh’ Driven with a Strong
started playing soccer on the Work Ethic: An avid
varsity team in high school runner, Dinesh is
and has played in many motivated and hard
leagues hence. He loves working. Having recently
soccer, and it has taught him achieved his self set goal
much about working together of running a 10K, his next
as a team to succeed target is a half marathon
5. 3 Management / Leadership Ability
Proven Leader: Manages and mentors a team of four analysts at Trefis
Dinesh
(Senior Analyst)
Ashutosh Ankur Ritika Ashish
(Analyst) (Analyst) (Analyst) (Analyst)
Excellent Marketing: Has successfully pitched dozens of investment ideas to tough critics
Peter Supino
Portfolio Manager,
Consumer Fund
6. 4 Shareholders / Influencers
Finally, with any investment, it is important to consider if the CEO has the right support team
and if he is passionate, inspired and motivated
• ‘Dinesh’ is a family business
• His parents’ struggle to
immigrate from India to the US
to provide a better life for their
children motivates and drives
him to do his best
• ‘Dinesh’ has a strong network of
friends that he uses as sounding
boards for big decisions
• He is proud to have Warren
Buffett on his Board of Directors
• ‘Dinesh’ has been shaped by
Warren Buffett’s investment and
management principles
• ‘Dinesh’ has travelled to Omaha
and the Berkshire Hathaway
conference
