Contents
Website and Resources
Consilient Observer
Authors: Michael Mauboussin & Dan Callahan
Michael Mauboussin - Sharpening Investor & Executive Toolkits
Michael Mauboussin on Twitter
15 September 2022
- We examine whether a study of market share and related concepts can help us determine if a company has a sustainable competitive advantage.
- This takes us on a journey that includes life cycles, market share, concentration, markups, intangibles, and "superstars".
- We study the link between some of these variables and return on investment and provide some analytical tools along the way.
- We finish with some case studies to see how these ideas apply to a handful of industries.