Thread by @RamBhupatiraju

Excellent review of a very important book "7 Powers" by Hamilton Helmer. It digs deep into Competitive strategies of Companies that end up creating Moats and long-term shareholder value.👍

chrisstoneman.medium.com/notes-on-7-pow…

Main pts (Benefits & Barriers) for the 7 Powers.
1⃣ Scale Economies
2⃣ Network Economies
3⃣ Counter Positioning
4⃣ Switching Costs
5⃣ Branding
6⃣ Cornered Resource
7⃣ Process Power

If you're a long-term investor in individual Businesses, having deeper insights into the below are important.

✔️Relationship between the Business & their Customers
✔️How that translates to Economic value for the Business
✔️How the Co is beating Competition

Once you clearly understand the details of the
✔️Co's Products/Services
✔️Trends helping the Co
✔️Management vision/execution
✔️Biz Model & Qual factors
✔️Strategies being used & the results
✔️Interpreting the Financial statements considering the Company's stage
...

... It becomes much easier to separate actual news from noise, ignore daily stock price movements and focus on the medium-long term trajectory of the business and enjoy the truly compounding long-term gains offered by the best businesses out there.

/END.