Decoding Auto Ancillaries

This presentation is an attempt to decode the way that the Auto Component Industry operates and what factors should an investor keep in mind when investing in this industry.

0:00 Intro
0:30 Introduction & Preconceptions of Auto Ancs
6:01 History, Market Size & Other Macro Data
15:06 What makes it a tough business?
22:31 What makes it a good business?
27:41 Growth Strategies / Sources of Competitive Advantage
49:35 Summary
52:37 Question & Answers

Видео Decoding Auto Ancillaries канала PPFAS Mutual Fund