TIP600: Business Durability and Strategy Masterclass with Hamilton Helmer
We Study Billionaires - The Investor’s Podcast Network
The Dynamics of Business Growth and the Viability of Staying Private
This chapter explores the critical stages of business evolution, focusing on the significance of the takeoff phase for entrepreneurs. It discusses the trend of private companies staying private longer due to ample late-stage capital, and its implications for innovation and economic resilience in the U.S.
On today’s episode, Kyle talks to Hamilton Helmer about the power of being an educator and how it’s helped him improve at strategy and investing, the differences between power and operational excellence, how he formulated his 7 powers, a deep dive into all 7 powers, updated case studies of some of the powers, why barriers are so important when benefits are much easier to find.
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
01:41 - How Hamilton uses his knowledge of strategic consulting to invest in companies with durable competitive advantages.
01:52 - How Joseph Schumpeter has helped shape Hamilton’s strategy on entrepreneurship.
14:00 - Traits of earlier stage businesses with potential for power.
20:25 - How to observe the power of a brand to ensure its advantage isn’t being eaten away.
24:02 - How businesses with switching costs power can keep customers happy while increasing prices.
24:12 - Hamilton’s personal story of the power of Apple’s brand and switching costs.
29:12 - The distinction between power and strategy.
30:46 - The power of cornered resources.
32:50 - Why algorithms are not a cornered resource.
38:01 - Changes in capital availability for private businesses.
And so much more!
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
- Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
- Check out Hamilton’s book, 7 Powers: The Foundations of Business Strategy.
- Learn more about Strategy Capital.
- Learn more about the Berkshire Summit by clicking here or emailing Clay at clay@theinvestorspodcast.com.
- Follow Kyle on Twitter and LinkedIn.
- Check out the books mentioned in the podcast here.
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