Jul 03 2019 33 mins
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
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