I like the idea of “KISS”: keep it simple stupid, when it comes to competitive strategy frameworks.
I keep it simple by combining two main frameworks; Hamilton’s 7 Powers and Porters 5 Forces. Then I add on any miscellaneous topics. This module serves as a reminder (for myself) that qualitative competitive strategy should be kept simple.
Qualitative competitive strat must impact numbers and hence valuation. Hamilton's framework comes up in increased price, reduced costs (better margin trajectory), reduced capex.. Stronger and more durable FCF streams. All ties down to fundamental value drivers.
Porters 5 Forces:
Porter’s Five ForcesHamilton’s 7 Powers Book Summary:
7 Powers: The Foundations of Business StrategyHamilton’s 7 Powers Tweet Summary:
Combining Porter's 5 For...Miscellaneous
Bottoms-Up Company OperationsStrategic OptionsStrategic LogicProduct DifferentiationWalking Through Contribution AnalysisSimplified Market SizeLessons and Logic Learned
Lessons and Logic Learned from Competitive Strategy Work