CUSTOMER

FIRM
OPERATION STRATEGY

Strategic Management
In Search of EL DORADO P2P (Path to Profit)

Some Of the Successful Strategic Decision?

Is these Theories Are Strategic Decisions?

Business Process Re-engineering KAIZEN ( Change to become Good) TOC ( Theory of Constraints) TQM JIT POKA-YOKA MUDA ( No Wastage) ABC Analysis ( Inventory)

Strategic Analysis ( Environmental Scanning)

External Analysis
1. Customer Analysis 2. Competitor Analysis 3. Market/Sub-market Analysis 4. Environmental Analysis

Internal Analysis
1. Performance Analysis 2. Determinants of strategic options

Societal, Technological, economic, regulatory, competitive environmentPEST analysis ETOP analysis Industry Analysis- Porters Model, Strategic groups

Organizational Capability analysis- SWOT, TOWS matrix, Value Chain analysis Organization Structure Culture (Belief, expectation, Values) Resources (Assets, skills, competencies, knowledge)

 Corporate-Level Strategy (Growth of business as a whole)  Business-Level Strategy ( Division/business unit/product level)  Functional-Level Strategy ( support corporate & business level strategy )

Industry Strategy Environmental Temporal

Key Performance Indicator

POP & POD

The Rule of Three

Advertisement & Brand Management

Recent Changes In Ad-World

 Is it CSR through Advertisements?  Company Specific ad ? Godrej follows Birla group  PSU is ad freak or Brand Freak or ? ( Indian Railways, Indian Army , PSU Banks, IPO issues etc. )  TATA Indica :- wrong positioning of the product / re-positioning the product with brand extension?  MP tourism vs. COCA-COLA , AIRCEL Vs. AirTel  PIZZA New Advertisement Targeting Mumbai Tabbawalla WHY  It starts with Mountain dew vs. SPRITE , TATA MANZA vs. Japanese car maker , BAJAJ Vs. Honda Motors  Social Networking as marketing tools  Brand extension is now advertisement extension (IDEA, VODAFONE, and AIRTEL DTH) , Value added services through advertisement by communication media .
http://freak-on-ad.blogspot.com/

 Is it CSR or CSA through Advertisements

Consumer-Based Brand Equity Pyramid

4 Brand Relationships (WHAT About You AND ME?)

Resonance

Loyalty Attachment Community Engagement Quality Credibility Consideration Superiority Warmth, Fun Excitement, Security, Social Approval, Self-Respect

Feelings
3 Brand Response (WHAT About You?)

Judgments

Performance

Brand Characteristics & Secondary Features Product Reliability, Durability & Serviceability Service Effectiveness, Efficiency, & Empathy Style and Design; Price

User Profiles Purchase and Usage Situations Personality & Values History, Heritage, & Experiences

Imagery
2 Brand Meaning (WHAT Are You?)

Category Identification Needs Satisfied

1 Brand Identity (WHO Are You?)

Salience

Adidas

Nike

Picture of Sender

Picture of Sender

E x t e r n a l i z a t i o n

Physique Sports and fitness

Personality Traditional, conservative, collective

Relationship Quality and heritage

Culture European, Traditional

Reflection True sportsmanship, A good team player, Strong work ethic

Self Image Relates more to competing than to winning

I n t e r n a l i z a t i o n

E x t e r n a l i z a t i o n

Physique Sports and fitness

Relationship Sponsorship, ethics

Reflection Aggressive, provocation, inyour face

I n t e r n a Culture American, Just do l i it! z a t i o Self Image n Cool, I am an athlete

Personality Like Jordan, Woods

Picture of Receiver

Picture of Receiver

Comparative Analysis

OLD WINE in NEW BOTTLE or OLD is GOLD

Investment Banking / Security Analysis & Portfolio Management

1. Investment Analysis / Investment Objective 2. Investment Horizon (Life Style Wrap)

Capital Protection Growth / Inflation Protection Life Protection (Risky) (Equity) Rule of 100 = (100 Age ) Rule of 72 = Y * R = 72 Rule of 69 = .35 + 69/Interest Rate

Corporate Finance
Investment Decision Capital Budgeting Working Capital Management Financing Decision Cost of Capital Capital Structure Leverage Dividend Decision Dividend Policy Retained Earnings

Five Pillars of Investment World

1. Benjamin Graham The Intelligent Investor 2. Philip Fisher - Common Stock & Uncommon Profit 3. Peter Lynch One Up On Wall Street 4. B G Malkiel A Random Walk Down Wall Street 5. Warren Buffet

Benjamin Graham The Intelligent Investor

Value Investing ( Less then true intrinsic value/ Significant research and analysis to calculate value for an asset) Resist from Speculation Margin Of Safety ( Unpredictability , Future Uncertainty, Protection for error ) Don t Lose Money Valuing Business is the key ( Business, People & Price) Don t Wait For Catalyst (Acquisitions, spin-offs, restructurings, management changes, the sale of assets, or simply good news) Build a Circle of Competence Widen your circle Wait for the perfect Pitch Make the market your servant
Don t trust anyone over thirty. And don t trust anyone thirty and under. Do your own work. -Joel Greenblatt, How to Be a Stock Market Genius

Keep On create the Value Value investing

Be an Absolute Return Investor When In Doubt Hold Cash Know When to Sell
1. Stock price reflects full value and there is no margin of safety 2. Better idea available in the market 3. Estimate of fair value was flawed 4. Business fundamentals show a signs of deterioration

Many ways to Investor Heaven ( Out of favor blue chip, Out of favor cyclical , Turnarounds , Overlooked Small Caps, Look into Angel , GARP, Discounts to cash , Postbankruptcies , Declining Cash Cows)

 What Scuttlebutt Can Do :- Scuttlebutt means information gathered about a company or industry
that's gathered via non-traditional means

The Fifteen Points to Look for in a Common Stock.

1. Does the company have products or services with sufficient market potential to make possible a sizable increase in sales for at least several years? A company seeking a sustained period of spectacular growth must have products that address large and expanding markets. Does the management have a determination to continue to develop products or processes that will still further increase total sales potentials when the growth potentials of currently attractive product lines have largely been exploited? How effective are the company s research-and-development efforts in relation to its size? Does the company have an above-average sales organization? Does the company have a worthwhile profit margin? What is the company doing to maintain or improve profit margins?

2.

3. 4. 5. 6.

The Fifteen Points to Look for in a Common Stock

7. Does the company have outstanding labor and personnel relations? 8. Does the company have outstanding executive relations? 9. Does the company have depth to its management? 10. How good are the company s cost analysis and accounting controls? 11. Are there other aspects of the business, somewhat peculiar to the industry involved, which will give the investor important clues as to how outstanding the company may be in relation to its competition? 12. Does the company have a short-range or long-range outlook in regard to profits? 13. In the foreseeable future will the growth of the company require sufficient equity financing so that the larger number of shares then outstanding will largely cancel the existing stockholders benefit from this anticipated growth? 14. Does management talk freely to investors about its affairs when things are going well but calm up when troubles and disappointments occur? 15. Does the company have a management of unquestionable integrity?
Quote From various Investor Confronted with the challenge to distill the secret of sound investment into three words, we venture the motto, MARGIN OF SAFETY. --Benjamin Graham, Intelligent Investor Be greedy when others are fearful, and be fearful when others are greedy. -Warren Buffett

Warren Buffet Investment Philosophy

Early Influencers Equity Investing Strategy Thoughts on risk Thoughts on efficient Markets Believe in J curve theory

Investing Strategies ( Technical & Fundamental Analysis)

Technical Analysis ( Support Level , Resistance Level , Breakout, Advance-Decline Line) Moving Average Relative Strength ( rear view window) Momentum Charts ( Cup & Handle {U}, Head & Shoulders , Double Bottom {W} ) Volume Fundamental Analysis
Earning EPS P/E Ratio (Price to Earning ) PEG ( projected Earning Growth) {P/E Ratio / Expected Growth} Dividend Yield Book Value ( Net Worth ) Value Investors Price/Book Value Ratio Price/ Sales Ratio Return On Equity ( ROE)

Security Analysis & Portfolio Management

CAPM ( value ) Efficient Market Hypothesis ( Election result, WTC Attack,
Insider trading)

Graham & Dodd Model [ ( DPS + EPS/3) * P/E ] Markowitz Theory ( Trade off between Risk & Return) Mean Variance Portfolio Theory