The Analyst's Path

Phase 413 modules63 concept pages247,778 words

Phase 4: Business models, competitive strategy and moats

The 13 modules of Phase 4, in the order the course takes them, with the concept pages each one holds.

  1. M4.01

    Business Model Anatomy

    19,902 words, 1 h 51 min of reading

  2. M4.02

    Unit Economics

    21,972 words, 2 h 2 min of reading

  3. M4.03

    Industry Structure: Porter & Value Chains

    25,974 words, 2 h 24 min of reading

  4. M4.04

    Moats I: The Five Sources & the Numbers Test

    20,404 words, 1 h 53 min of reading

  5. M4.05

    Moats II: Greenwald, 7 Powers, Measuring the Moat

    25,333 words, 2 h 21 min of reading

  6. M4.06

    Dynamics + Capstone

    22,533 words, 2 h 5 min of reading

  7. EX4.01

    Power Query I: Import & Clean

    11,706 words, 1 h 5 min of reading

  8. EX4.02

    Power Query II: M & Pipelines

    10,951 words, 1 h 1 min of reading

  9. CN4.01

    Reading an Industry Like a Strategist

    12,797 words, 1 h 11 min of reading

  10. CN4.02

    Industry Deep-Primers & Disruption Vectors

    12,996 words, 1 h 12 min of reading

  11. PR4.01

    The Executive Storyline: Minto Pyramid for Decks, SCQA and SCR

    21,491 words, 1 h 59 min of reading

  12. PR4.02

    Titles That Carry the Argument: Horizontal and Vertical Logic

    20,009 words, 1 h 51 min of reading

  13. PR4.03

    The Data Story: Narrative Arc and the Big Idea

    21,710 words, 2 h 1 min of reading