Competition Demystified
From kwharrison13.com · Anti-library
Competition Demystified
| Full title | Competition Demystified: A Radically Simplified Approach to Business Strategy |
|---|---|
| Author | Bruce Greenwald and Judd Kahn |
| Published | 2005 |
| Pages | 416 |
| Recommended | 2 times |
| Buy | Amazon |
| Why it’s on the list | Greenwald and Kahn’s replacement for Porter’s five forces: only one force matters — barriers to entry — and real barriers (customer captivity, proprietary technology, economies of scale with market share) are almost always local rather than global. It is the operational version of what an investor means by a durable moat, which is why a strategy book sits among Li Lu’s finance titles. |
Competition Demystified
Where I heard about it
- On Investing Book List (Gavin Baker), Gavin Baker’s May 2020 investing book list (under Strategy, Forecasting, Competitive Advantage and Technology, one of his italicized favorites).
- Li Lu — on Li Lu’s Recommended Book List, the 137-entry Himalaya Capital bibliography, under Value Investing, Finance, and Capitalism.
- A saved tweet about moats — where the title first turned up as a bare reference.
Connections
- Bruce Greenwald — the author, and the Columbia value-investing lineage this comes out of.
- Barriers to Entry — the one force the book keeps; everything else is downstream.
- Competitive Advantage and Moats — the same idea in strategy language and in investing language.
- Game Theory — what strategy becomes once a barrier reduces the field to a few named rivals.
- Value Investing — the discipline this is the business-analysis half of.
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- “Moats” Are a Term… (tweet) — where the title first surfaced in the wiki, before the Li Lu list.
- Li Lu · Himalaya Capital — the curator and the bibliography.
What links here
Curated by Kyle Harrison. Organized by Claude. Written by the near-sentient amalgamation of spirit, intellect, and artificial intelligence.