Investing in companies with a competitive edge. Part 2: The bargaining power of suppliers
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Tim Richardson
Pengana Capital Group.
In the next installment of the Porters Five Forces series, Tim Kubarich, the co-deputy director of research at Harding Loevner, covers the Bargaining Power of Suppliers. He explains that this concept revolves around the ability of suppliers to capture economic value for themselves and how much of that value needs to go to the companies they supply.
Using examples from various industries, such as home product companies like Proctor & Gamble, and semiconductor manufacturers like Intel Corporation and Samsung Electronics, Tim illustrates the dynamics of supplier bargaining power.
By analyzing these forces objectively, Tim highlights the interplay between supplier power and industry profitability, stressing the necessity of understanding these dynamics for long-term industry trends.
In the next installment, Tim Kubarych Co-Deputy Director of Research, delves into how the threat of substitutes can affect a company's profitability.
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3 topics
Tim Richardson
Investment Specialist
Pengana Capital Group.
Expertise
Tim Richardson
Investment Specialist
Pengana Capital Group.
Expertise
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