Michael Porter, every mention

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every year anyone Chris Douvos 8Pat Dorsey 4Brett Barakett 4Ted Seides 1Stan Miranda 1Sanjay Ayer 1Paul Enright 1Mike Maples, Jr. 1David Salem 1Brian Bares 1

Verbatim, from the transcripts: the passages where Michael Porter comes up

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Moat Investing Nuances – Pat Dorsey (EP.509) Jul 6, 2026 · 4 mentions

  • ▶ 9:57 Pat Dorsey And the Michael Porter work on the five forces, but Porter was a consultant. 4 times in the scene

David Salem - Investment Wisdom from the Owner's Box (EP.409) Sep 30, 2024 · 1 mention

  • ▶ 10:13 David Salem Everyone was clamoring to get into Mike Porter's strategy class because everybody wanted to go to work at Bain or BCG, or they wanted to take Bill Porvo's class in realty because they wanted to go to work for Heinz Interest or Trammell…

Mike Maples Jr. - Identifying Startup Pattern Breakers (EP.406) Sep 16, 2024 · 1 mention

  • ▶ 22:00 Mike Maples, Jr. You could read about Michael Porter and his Five Forces or Hamilton Helmer's Seven Powers, but most of it is about trying to create a persistently compounding set of advantages

Brett Barakett - Digging for the Puck at Tremblant Capital (EP.386) May 20, 2024 · 4 mentions

  • ▶ 28:06 Brett Barakett Michael Porter, buyer power, supplier power, these types of things.
  • ▶ 42:43 Brett Barakett You can have all the tools and, you know, everybody knows how to build an Excel spreadsheet and do a DCF and overlay a Michael Porter analysis and, okay, I'll get some data sciences work.
  • ▶ 1:05:33 Brett Barakett Michael Porter has this statement that he made years ago where he says, people ask the question, why is it that most of the worlds are making up high-end leather handbags come from these three towns in the French Italian Alps? 2 times in the scene

Sanjay Ayer – Think Different and Get Better at WCM (EP.366) Feb 5, 2024 · 1 mention

  • ▶ 38:24 Sanjay Ayer You think about economic modes, port of five forces, and you just take the second derivative of it.

Stan Miranda – Modern Endowment Model at Partners Capital (EP.334) Aug 21, 2023 · 1 mention

  • ▶ 8:28 Stan Miranda And with my strategy consultant business school hat on, I thought what we need is the equivalent of Michael Porter's book on corporate strategy, but for the institutional investment world, what is that?

Paul Enright – Inside Long-Short Equity Investing (Capital Allocators, EP.266) Aug 15, 2022 · 1 mention

John Barber – The Art of Co-Investing at Cohesive Capital (Manager Meetings, EP.31) May 19, 2022 · 1 mention

  • ▶ 28:51 unnamed speaker And one of the things I think that's good about going across a lot of sectors is we focus on a lot of sort of Porter's Five Forces type stuff.

Brian Bares – Qualitative Concentration at BCM (Capital Allocators, EP.191) Apr 26, 2021 · 1 mention

  • ▶ 26:58 Brian Bares And that can be some traditional source of mode, like importers, five forces, they could have some unusual bargaining power over their suppliers or something like that, or it could be something newer and more interesting where you have…

Deep Dive into Hedge Funds (Capital Allocators, EP.34) Dec 18, 2017 · 1 mention

  • ▶ 48:10 Ted Seides I think that's true generally in the, in the asset management industry, what you find for reasons that are a little bit confusing is if you think of just normal business strategy, sort of one of Porter's models of price differentiation and…

Chris Douvos – Venture Capital's Super LP (Capital Allocators, EP.14) Jul 3, 2017 · 8 mentions

  • ▶ 9:14 Chris Douvos I worked at Monitor Company up in Boston, Michael Porter's firm, and I'll tell a Porter story in a little bit, but what was funny is, in 99, I decided to go to business school, because I didn't know what was going on, and companies 2 times in the scene
  • ▶ 13:48 Chris Douvos I turn left to go in the men's room, and I walk into the men's room, and there's Mike Porter, who was, you know, the kind of spectral, ephemeral presence at Monitor. 6 times in the scene
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