Michael Porter, every mention
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tap a year for its mentions
every year anyone Michael Mauboussin 7Ben Gilbert 7Brinton Johns 6Morris Chang 2
Verbatim, from the transcripts: the passages where Michael Porter comes up
TSMC founder Morris Chang · Acquired
- ▶ 2:04:57 Morris Chang Um, uh, and Michael Porter was at one time, uh, considered a big figure in this competitive strategy.
- ▶ 2:05:24 Ben Gilbert Michael Porter.
- ▶ 2:05:31 Morris Chang Yeah, yeah, and I had a story about him in my autobiography too, which because of time we probably won't go into, not, not Michael Porter, but Bruce Henderson, we will talk about him.
Hermès (Audio) · Acquired
- ▶ 2:44:01 Ben Gilbert There's something I really like about strategy and Michael Porter.
Holiday Special 2022 · Acquired
- ▶ 37:12 Ben Gilbert Like, what's the original, um, Michael Porter journal entries called Competitive Strategy?
Complexity Investing & Semiconductors with NZS Capital (Extended Cut) · Acquired
- ▶ 23:48 Brinton Johns That's right, and it's sort of where we take issue with Porter, because if, if we think about it like a cynical view of Porter, I'm not saying this is what.
- ▶ 23:55 Ben Gilbert This is of course like Michael Porter, competitive strategy, Porter's five forces.
- ▶ 24:01 Brinton Johns Um, if we take a cynical view of Porter, a lot of people have interpreted it of, hey, build a mode around your business and then stick it to your customers on price, right?
- ▶ 24:10 Brinton Johns I'm not saying that's what he said.
- ▶ 24:31 Brinton Johns And Porter agrees.
- ▶ 24:32 Brinton Johns He actually revised his thinking and in, in, in, in, wrote a paper and, uh, institutional investor called where SG, where ESG fails, where he talked about this concept of shared value.
- ▶ 24:45 Ben Gilbert And that's like not him trying to say that purely because it's good for the world to care about all your constituencies, you know, not just your shareholders, but also your customers and partners.
- ▶ 24:56 Ben Gilbert Like he's literally making an economic argument for shareholders that that's the long-term value maximizing thing to do, right?
- ▶ 25:03 Brinton Johns And, and, you know, he was a consultant for Intel, um, back when, uh, ARM processors were starting to come out and actually dominate the mobile space.
Michael Mauboussin Master Class — Moats, Skill, Luck, Decision Making and a Whole Lot More · Acquired
- ▶ 28:54 Michael Mauboussin So like many other people, I had read Michael Porter.
- ▶ 29:12 Ben Gilbert I mean, you read them, and they click, and you're like, oh, yeah, you know, competitive strategy by Michael Porter.
- ▶ 29:26 Michael Mauboussin Interestingly, by the way, and I have all the Porter books, and I read many of them when I was very young, and I, I, they're, they're really rich, but they're difficult.
- ▶ 29:37 Michael Mauboussin And in fact, I usually recommend that people who are interested in understanding Porter read a book by a woman named Joan Magretta called understanding Michael Porter.
- ▶ 29:44 Michael Mauboussin So if you want to get, you know, cause she's a journalist, she worked elbow to elbow with him for many years.
- ▶ 29:51 Michael Mauboussin I think more clearly than he does with a lot of examples.
- ▶ 29:58 Michael Mauboussin That's what, you know, if you say a moat and, you know, it turns out the Porter himself never really defined it.
- ▶ 31:26 Michael Mauboussin So this would be the classic Porter stuff for you.