7 Powers - Hamilton Helmer

7 Powers

Hamilton Helmer

出版时间

2016-10-27

ISBN

9780998116310

评分

★★★★★
书籍介绍
7 Powers breaks fresh ground by constructing a comprehensive strategy toolset that is easy for you to learn, communicate and quickly apply.Drawing on his decades of experience as a business strategy advisor, active equity investor and Stanford University teacher, Hamilton Helmer develops from first principles a practical theory of Strategy rooted in the notion of Power, those conditions which create the potential for persistent differential returns.Using rich real-world examples, Helmer rigorously characterizes exactly what your business must achieve to create Power. And create Power it must, for without it your business is at risk. He explains why invention always comes first and then develops the Power Progression to enable you to target when your Power must be established: in the origination, take-off or stability phases of your business. Every business faces a do-or-die strategy moment: a crux directional choice made amidst swirling uncertainty. To get this right you need at your fingertips a real-time strategy compass to discern your true north. 7 Powers is that compass.
用户评论
"卓越企业最重要的东西是什么?". 教科书级别,短小但经典。主要适合p/m fit后成长阶段的公司 (如何打造领先地位、产生超额收益);不太适合早期行业、早期公司. 以后有机会再读. 最核心的观点: 1) power (可持续盈利能力/核心竞争力) 来自于 invention (product/process/biz model/brand...); 2) 在风口时需要完成power的积累(竞争壁垒的构建); 3) crafting strategy >> design / planning. 里面几张图很有价值.
讲得很清楚,实际运用起来还是不容易。
via 非洲麦肯锡 about 竞争优势:感觉是好的书,仍在尝试应用中。
Insightful. Simplistic but not simple!
科技股投资圣经,整套逻辑体系针对早期尚未形成稳定盈利能力的企业投资,必须有一定的不透明和混沌。三个时期如下:初始阶段(种子期,初创期)的核心能力是对立定位与独家资源,高速成长期的核心能力建设是网络效应,规模经济和转换成本,稳定期(定义为单位销量增速下降到30-40%年化)则为品牌建立与流程建立。对立定位下对手可因负NPV项目而理性不介入,尽可能多地变现当前业务,也可即便新方向有正NPV仍因认知偏差或代理人动机不一致而错失良机。网络效应因规模而提振价值让对手不愿挑战;规模经济因降低采购生产分发成本让对手不愿挑战。能力建设直接导致价值创造,能力由好处(benefit)和壁垒两部分组成。动态情景下能力创造可能是因自身能力积累,客户需求拉动,或竞争对手互掐,合适的应对方式各不相同。
台版已阅
看的台版。一直以来对这种书不大感冒,《巴菲特的护城河》也好,这本书也罢,我觉得都讲的很水,明明几张纸能写完的事儿却写了一本书,最后可能也就几张图比较有收获。而且本书框架提到的七种力量不一定是MECE。最后,作者收益率真这么吓人?接近20年里40%+的CAGR?
简单好用的理论。然而即便是书里百般推崇的Netflix也到了江河日下的power- losing阶段,好的商业策略很多时候也抵不过竞争者重金重拳出击。
Hidden Gem!绝对是宝藏。非常MECE的把企业战略的框架讲明白了。应该早点遇到。
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