
 Focused Compounding EP 341. Industry Analysis: Judging a company’s market position in its industry
 15 snips 
 Feb 9, 2022  Chapters 
 Transcript 
 Episode notes 
 1  2  3  4  5  6  7  8  9  10 
 Introduction 
 00:00 • 5min 
 Air Lines - How Much of the Market Do They Have? 
 04:48 • 2min 
 Are There Any Other Indicators of a Strong Position in an Industry? 
 06:29 • 2min 
 How Long Would It Take to Compete With You? 
 08:07 • 4min 
 Isn't That Competitive Advantage? 
 11:41 • 4min 
 Do You Have a Highly Differed Product? 
 15:26 • 2min 
 How Do You Make Money With Your Suppliers? 
 17:10 • 3min 
 Having a Cost of Funds Problem Is a Contributing Factor 
 20:29 • 2min 
 What Is Your Market Share? 
 22:47 • 4min 
 Rational Competitors, You Know? 
 26:47 • 4min 
