This week’s podcast is about Skillz and Electronic Arts. There are some interesting and evolving strategy aspects to gaming – especially as it goes to multiplayer and tournaments. And as Skillz opens up tournament gaming based on cash rewards, the question is how far into gambling is this going to go? You can listen to […]
This week’s podcast is about the US-China DTC retailer Shein, which has rocketed upwards in the past months. Analysts are starting to pay close attention – but consumers have been noticing this company for a while. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. The mentioned article by Packy McCormick and Matthew Brennan […]
Competitive advantages can be build on the demand and the supply side. And advantages on the demand (i.e., revenue) side are usually about customer capture in some form. One general category for this is when a company captures a “share of the consumer mind.” In this talk, I go into how some companies do this […]
Last week, I wrote about how mindless behavior, chemistry and habits can be demand-side competitive advantages, which I put under the catch-all title of “share of the consumer mind’. It’s a Warren Buffett term and one of the concepts in the Concept Library. I described demand-side (or revenue-side) competitive advantages this way: “…competitive advantages on […]
I have talked a lot about competitive advantages on the demand side (sometimes called revenue advantages). These are structural advantages that enable premium pricing, repeat purchases, higher ROIC and / or stable marketshare over longer periods of time. For example, I have spoken a lot on the podcast about switching costs. That is really my […]
This week’s podcast is my third on the well-known 7 Powers framework by Hamilton Helmer. I go through the last 4 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 M0 is Market at time […]
This is part 2 about Xiaomi, Meitu and 7 reasons why platforms / ecosystems succeed or fail. Part 1 is here. You can listen here or at iTunes, Google Podcasts and Himalaya. 7 reasons why ecosystems (and platforms) fail (by BCG): Insufficient problem to solve Wrong ecosystem configuration Wrong governance choices Inadequate monetization Weak […]
In this class, I talk about the share of the consumer mind as a revenue competitive advantage. And how companies like WeChat and TikTok are changing this with digital tools. You can listen here or at iTunes, Google Podcasts and Himalaya. Related podcasts and articles: Why Didi Needs Driver Switching Costs. Uber Too. (Jeff’s […]