Michael Porter is a leading thinker on competition and strategy. I incorporate a “Porter” analysis in almost all of my investment decisions. If you have not been exposed to Porter’s five-forces model for analyzing industry competitiveness or heard about his three basic strategies for competitiveness, then you should buy his books, which you can find in the Value Investing Bookstore page above.
Although he is known for his model for analyzing corporate competitiveness and strategy, in this video Porter discusses the macroeconomic competitive position of the United States.
