Business
Join Nathan and Alex as they discuss some current examples to explain how to use Porter's Five Forces in your investment process. 00:31 – Thoughts on Atomos (AMS)04:07 – Views on Challenger (CGF)06: 52 – Thoughts on 3PL (3PL)08:41 – Mach7 technologies (M7T) and iSignthis (ISX)15:20 - Tinybeans (TNY)19:08 - Pushpay (PPH)21:42 – Porters 5 forces Threat of New Entrants – Barriers to entry; technology reducing these; Deere has very high barriers; Distribution is more important than having the best mousetrap; Threat of Substitute Products or Services – Switching costs for Afterpay very low; Bargaining Power of Buyers – Individuals have none; Appen has two large customers; Bargaining Power of Suppliers – Companies that rely on rare sources, like lithium; Competitive Rivalry Among Existing Firms – UK banking sector