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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Shane M who wrote (7360)	5/31/1999 12:12:00 PM
From: Bob Rudd	Read Replies (1) \| Respond to of 78625

Shane: <<Michael Porter book...Sounds alot like the competitive issues brought up in "Gorilla Game" type investing>> Good analogy, Porter provides general concepts on competitive dynamics that apply across industries, where Gorilla discusses competitive and growth dynamics in hi tech. Two other books providing useful insights in this area are Co-opetition [First part adds concept of complementor to Porters 5 forces...a Complementor enhances a company's profitability...the latter part of the book is probably too micro for investor purposes] & Profit Patterns which looks at recognizable patterns that companies take that enhance or detract profitability..."getting it" early can be helpful [Gorilla also looks at a pattern for example but differs from Profit Patterns]. bob