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
