Porter's Five Forces, Challenger, Tinybeans, Pushpay

Skin In The Game

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

1. Threat of New Entrants – Barriers to entry; technology reducing these; Deere has very high barriers; Distribution is more important than having the best mousetrap;
2. Threat of Substitute Products or Services – Switching costs for Afterpay very low;
3. Bargaining Power of Buyers – Individuals have none; Appen has two large customers;
4. Bargaining Power of Suppliers – Companies that rely on rare sources, like lithium;
5. Competitive Rivalry Among Existing Firms – UK banking sector

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