Investing in companies with a competitive edge. Part 1: The bargaining power of buyers
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Tim Richardson
Pengana Capital Group.
When buyers hold more concentration, they have the upper hand in negotiating prices and quality. This is particularly relevant in pharmaceuticals, where the US faces high drug prices due to low buyer concentration. But recent changes, like the Inflation Reduction Act, could shift this dynamic, potentially driving prices down.
The renowned Five Forces framework developed by Harvard University professor Michael Porter is a robust framework for analysing competitive edge in any industry.
In the first installment of Harding Loevner's video series, David Glickman Co-Deputy Director of Research, breaks down the concept of 'the bargaining power of buyers' in industries like healthcare.
In the next installment, Tim Kubarych Co-Deputy Director of Research, delves into the intricate interplay between industries and their suppliers.
To gain further insight into Harding Loevner's methodology, we invite you to watch the full video series here.
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5 topics
Tim Richardson
Investment Specialist
Pengana Capital Group.
Expertise
Tim Richardson
Investment Specialist
Pengana Capital Group.
Expertise
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