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Hey there, beginner investors! In this episode of The Investing For Beginners Podcast, host Dave explores Hamilton Helmer's "Seven Powers" framework for sustainable competitive advantage. The seven powers include Scale Economies, Network Economies, Counter Positioning, Switching Costs, Branding, Cornered Resource, and Process Power, with real-world examples like Netflix and Amazon.
00:00 Experienced consultant, author, and teacher in strategy.
05:14 Companies gain competitive advantage through superior processes.
09:29 Netflix's growing subscriber base bolstered investment.
10:47 Netflix grows value through data and content.
17:42 Amazon's distribution network and process power unparalleled.
20:56 Microsoft transitioned to cloud, disrupting traditional model.
24:44 Identify indicators early for strong investment choices.
27:21 Diversify portfolio with different growth drivers. Checklist.
28:41 Understanding and analyzing company advantages and impact.
Today's show is sponsored by:
Go to monarchmoney.com/BEGINNERS for an extended 30 day free trial!
Sign up for a one-dollar-per-month trial period at shopify.com/beginners.
Go to shipstation.com and use code INVESTING to sign up for your FREE 60-day trial.
Find great investments at Value Spotlight
Have questions? Send them to [email protected]
Start learning how to value companies here: DCF Demystified Link
SUBSCRIBE TO THE SHOW
Apple | Spotify | Google | Amazon | Tunein
Learn more about your ad choices. Visit megaphone.fm/adchoices
4.1
13581,358 ratings
Hey there, beginner investors! In this episode of The Investing For Beginners Podcast, host Dave explores Hamilton Helmer's "Seven Powers" framework for sustainable competitive advantage. The seven powers include Scale Economies, Network Economies, Counter Positioning, Switching Costs, Branding, Cornered Resource, and Process Power, with real-world examples like Netflix and Amazon.
00:00 Experienced consultant, author, and teacher in strategy.
05:14 Companies gain competitive advantage through superior processes.
09:29 Netflix's growing subscriber base bolstered investment.
10:47 Netflix grows value through data and content.
17:42 Amazon's distribution network and process power unparalleled.
20:56 Microsoft transitioned to cloud, disrupting traditional model.
24:44 Identify indicators early for strong investment choices.
27:21 Diversify portfolio with different growth drivers. Checklist.
28:41 Understanding and analyzing company advantages and impact.
Today's show is sponsored by:
Go to monarchmoney.com/BEGINNERS for an extended 30 day free trial!
Sign up for a one-dollar-per-month trial period at shopify.com/beginners.
Go to shipstation.com and use code INVESTING to sign up for your FREE 60-day trial.
Find great investments at Value Spotlight
Have questions? Send them to [email protected]
Start learning how to value companies here: DCF Demystified Link
SUBSCRIBE TO THE SHOW
Apple | Spotify | Google | Amazon | Tunein
Learn more about your ad choices. Visit megaphone.fm/adchoices
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