Sjekkliste for verdiskapning av Michael Mauboussin

Michael Mauboussin er en finansekspert kjent blant annet for sin forskning på beslutningstaking, strategi og investering. I hans whitepaper “Measuring The Moat” deler han er sjekkliste for å vurdere et selskaps verdiskapningsevner.

Lay of the Land

Get the lay of the land. This includes creating an industry map to understand the competitive set, constructing profit pools to see whether (and why) the distribution of economic profits has changed over time, measuring industry stability, and classifying the industry so as to improve alertness to the main issues and opportunities.

The First Three of the Five Forces

Barriers to Entry

Rivalry

Disruption and Disintegration

Firm Specific

Firm Interaction—Competition and Coordination

Brands

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