Tabla de Contenidos: “…The GE or McKinsey matrix Problems with portfolio management; 1980's: Back to basics; Value-based planning; The synergy school; Stick to the knitting; Problems with synergy; The return of synergy; Core competences; The capital markets school; Towards a synthesis; Dominant logic and management style; Resource theory; Parenting advantage and adding value; Practitioners; International strategy; Conclusions; PART II: Portfolio Strategy: Where to Invest and What to Avoid; Chapter Three: How to Find Good Businesses and Avoid Bad Businesses; Market profitability; Competitive advantage…”