"Wait a minute: The company that’s half as big makes twice as much? How can that be? You’ve already heard the answer: The smaller, more profitable company avoids going head-to-head with the likes of mighty Emerson and GE. It steers most of its investments into segments where (among other things) the giants don’t play. It segments its industry strategically, and puts more eggs into fewer, carefully chosen baskets. As a result, it has a much higher market share in its chosen segments. So yes, market share is good, but only when you get there strategically."Trecho retirado de "Where Value Hides" de Stuart Jackson.