Godfrey Phillips: A Case Study on Capital Allocation Decision | Markets by Zerodha Hindi

Family business ko grow karna kitna mushkil hota hai, especially jab alag alag generations ka vision alag ho. Aaj ke video me deep dive karenge Godfrey Phillips India ke bare me (jo India me Marlboro banate hai). Company ka share price ek saal me Rs 2,000 se Rs 6,000 tak pahunch gaya - lekin iske piche ki real story kya hai?

Iss video me hum discuss karenge:
Business strategy ka battle: fast expansion vs core business pe focus
Kuch promoters ITC jaisa expansion kyu chahte hai, aur dusre kyu nahi
Cigarette industry ke dynamics aur regulations ka analysis
Dono sides ka perspective - Bina Modi vs Samir Modi
Core competency theory aur real life me iska application
Minority shareholders pe kya impact
Family owned business se retail investors kya sikh sakte hai

Ye ek interesting case study hai jo dikhati hai ki family dynamics business decisions ko kaise affect karte hai, aur kya hota hai jab promoters do groups me batt jate hai. Chahe aap business strategy me interested ho ya investment analysis me, ye breakdown aapko family-owned businesses ki complexity samajhne me help karega.

⏱ Timestamps:
00:00 - Intro
01:51 - Why are the promoters of Godfrey Phillips fighting?
04:24 - Analysing Godfrey Phillips from Samir Modi’s Lens
12:09 - Analysing Godfrey Phillips from Bina Modi’s Lens
19:36 - Outro
#BusinessAnalysis #StockMarket #IndianMarkets #Investment #FamilyBusiness