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This week’s podcast is more on the well-known 7 Powers framework by Hamilton Helmer. I go through three of his 7 powers.
You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.
His fundamental equation of value is:
Value = M0*g*s*m = market scale * power
His break-down of economies of scale is:
His break-down of switching costs is:
I also cited the 4 terrains from BCG: See here
Related podcasts and articles are:
From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
This is part of Learning Goals: Level 4, with a focus on:
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I write and speak about digital China and Asia’s latest tech trends.
I also run Tech Strategy, a podcast and subscription newsletter on the strategies of China / Asia tech companies.
This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.
Support the show
4.5
2828 ratings
This week’s podcast is more on the well-known 7 Powers framework by Hamilton Helmer. I go through three of his 7 powers.
You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.
His fundamental equation of value is:
Value = M0*g*s*m = market scale * power
His break-down of economies of scale is:
His break-down of switching costs is:
I also cited the 4 terrains from BCG: See here
Related podcasts and articles are:
From the Concept Library, concepts for this article are:
From the Company Library, companies for this article are:
This is part of Learning Goals: Level 4, with a focus on:
—–----
I write and speak about digital China and Asia’s latest tech trends.
I also run Tech Strategy, a podcast and subscription newsletter on the strategies of China / Asia tech companies.
This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.
Support the show
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