Porter's Five Forces, Challenger, Tinybeans, Pushpay

Skin In The Game

Innehåll tillhandahållet av InvestSMART. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av InvestSMART eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

5+ y ago 33:31

MP3•Episod hem

Join Nathan and Alex as they discuss some current examples to explain how to use Porter's Five Forces in your investment process.

00:31 – Thoughts on Atomos (AMS)
04:07 – Views on Challenger (CGF)
06: 52 – Thoughts on 3PL (3PL)
08:41 – Mach7 technologies (M7T) and iSignthis (ISX)
15:20 - Tinybeans (TNY)
19:08 - Pushpay (PPH)
21:42 – Porters 5 forces

Threat of New Entrants – Barriers to entry; technology reducing these; Deere has very high barriers; Distribution is more important than having the best mousetrap;
Threat of Substitute Products or Services – Switching costs for Afterpay very low;
Bargaining Power of Buyers – Individuals have none; Appen has two large customers;
Bargaining Power of Suppliers – Companies that rely on rare sources, like lithium;
Competitive Rivalry Among Existing Firms – UK banking sector

See omnystudio.com/listener for privacy information.

21 episoder

#Business News #InvestSMART #Nathan Bell #Trading #Business #News