OnTheRivet has proposed that the Collective do a project using Michael Porter's concepts of competition within an industry to help understand a company's ROIC. Become a Complete Fool
Coincidentally, on the Hidden Gems discussion board I've been writing a series of posts using Porter as a framework to analyze Faro Technologies (I own shares of Faro.) My approach is to determine Faro's sustainable competitive advantage, and use that to illuminate business drivers, economics, and financials. I started with Faro's industry, am now delving into competitors, and will end with Faro itself. (I'm about 2/3 done.)
TMFKitKat thought it might be helpful to post the series over here. Perhaps the series will be of some use as background to the Porter/EVA project.
Here are the topics posted so far...
2.1 Industry Description
2.2 Industry History
2.3 Industry Product Lines
2.4 Industry Buyers
2.5 Industry Size and Market Share
Topic 3 will continue with the rest of Faro's competitors, and then topic 4 will conclude the series with a look at Faro itself.
To cobble together the outline for the series, I used Porter's Cases in Competitive Strategy (1983) as well as his Competitive Strategy (1980), Competitive Advantage (1985), and his Harvard Business Review article "What is Strategy?" (1996).
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OnTheRivet has proposed that the Collective do a project using Michael Porter's concepts of competition within an industry to help understand a company's ROIC.