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Strategies & Market Trends : Value Investing
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To: Daniel Chisholm who wrote (7325)5/26/1999 3:21:00 PM
From: Bob Rudd  Read Replies (2) of 78621
 
Dan: Understanding competitive issues can be critical to making an investment judgement. The best source to learn more about it is Michael Porter's "Competitive Strategy"
In it he lists 5 categories of forces that erode profitability in an industry:
Entry barriers or lack there of [Boeing has em, Web merchants generally don't]
Supplier power [Buying from Microsoft]
Customer power [Selling to Walmart]
Substitute products/services [Aluminum for steel, Online broker for full service]
Industry Rivalry- many factors contribute to this including high exit barriers
Each of these categories has many factors that influence the degree to which industry profitability is enhanced or eroded.
bob

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