Posts

Showing posts from March, 2023

Brainstorming & Estimation

Image
 Examples of Estimation/Market Sizing Questions 1. Estimate the total medical consumables in GP (General Practitioner) Practices? (LEK)  2. Estimate the number of players NLG (Next Level Gaming) can target with its first game? (BCG R1)  3. Estimate the market size of a luxury space travel (BCG R1)  4. How would you estimate the size of UK online dating market? (BCG)  5. How would you estimate the market size for your client in term of IBD (inflammatory bowl disease) population?  6. What is the market size for cars in the US?  7. Estimate the market size for refrigerators in the US Prompt:  "Your client is a mid-sized pharmaceutical company with an inhaled insulin product for the diabetes market. The client's goal is to earn peak revenues of $300M/year in the U.S. and they have asked you to determine whether this sales goal is realistic by calculating the dollar value of the current insulin market and determining which factors will influence the success of the product." We

AGISF - Week 6 - Interpretability

Image
I'm blown away by how cool distill.pub is, definitely worth revisiting this spring break.  What is interpretability?  Develop methods of training capable neural networks to produce human-interpretable checkpoints, such that we know what these networks are doing and where to exert interference.  Mechanistic interpretability is a subfield of interpretability which aims to understand networks on the level of individual neurons. After understanding neurons, we can identify how they construct increasingly complex representations, and develop a bottom-up understanding of how neural networks work. Concept-based interpretability focuses on techniques for automatically probing (and potentially modifying) human-interpretable concepts stored in representations within neural networks. Feature Visualization (2017) by Chris Olah, Alexander Mordvintsez and Ludwig Schubert A big portion of feature visualization is answering questions about what a netowork---or parts of a network--- are looking f

Exhibit Reading & Case Math

Image
  Analysis types:  1. Exhibit reading (charts, graphs) 2. Verbal math (market sizing, profitability calc) 3. Brainstorming (quick and creative idea gen) FC = fixed cost P = price VC = Variable cost  note: breakeven point was asked during Altman Solon interview Example case: which movie to release

Desiderata

Image
 In my dreams Ehrmann the orator  would chant his fervent "Desiderata";  And virtuous Desdemona  bathe in the glamour of an inamorata 

M&A + PE Framework

Image
 Week 2 - Mergers and Acquisitions & Private Equity  made using Xmind In the case of Didi merging with Kuaidi, they both had similar business models, attract more funding from consumers, find the same advisory to stop price war, eliminate major competitors, have higher pricing power.  Microsoft acquired Linkedin and noticeable interest in professional development customers, and microsoft noticed linkedin stock price was very low ($194/share) and climbed in 2016.  How to tackle a case interview for M&A case Always think about the changes in the business model (Is chatgpt changing the way people are searching/ potential to displace google?) Synergies (financial synergies) - are there bundles sales? How to control production and access production to save cost? Warehouse and salesforce sharing to boost profitability is a strategy. Management style and culture might be different.  Risks mitigation is dealing with regulation/antitrust issues earlier on Opportunity costs could be ment