In the not too distant past, I worked on a large corporate project w/ Bain & Co, so a SA post from Brad Thomas (Mr. REIT) caught my attention. Knowing Bain’s basic methodology is not necessary to undertstand this article https://www.bain.com/insights/some-companies-arent-the-biggest-players-in-an-industry-wsj/
Segment profit pools and differentiation are the critical elements here from an investment analysis perspective. I will be using this in my portfolio 2.0 (or 2025 Portfolio) exercise targeting first on two segments: Global telecom (Canada and India) and IOT low-power connectivity solutions. These are both foundational elements in my 2025 Portfolio.
A subsequent post in October will build out the other elements in 2025 Portfolio, and how that construct will be used.