TIP600: Business Durability and Strategy Masterclass with Hamilton Helmer
We Study Billionaires - The Investor’s Podcast Network
Sponsorship Spotlight and Market Challenges
This chapter delves into the role of sponsors like NetSuite and Salesforce in aiding businesses amidst growing challenges. It further explores the downfall of Branch Out as it struggled to compete with major social platforms, emphasizing the need for sustainable competitive advantages.
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.
NEW TO THE SHOW?
- Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.
- Check out our We Study Billionaires Starter Packs.
- Browse through all our episodes (complete with transcripts) here.
- Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
- Enjoy exclusive perks from our favorite Apps and Services.
- Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
- Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:
HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
The AI-powered Podcast Player
