Strategic Logic (Book)


 This is an excellent book for understanding how companies have a STRUCTURAL competitive advantage. I am now re-reading it.


Financialization of the US Economy    Why Wall Street will have to shrink over time.

4 responses to “Strategic Logic (Book)

  1. You will vastly improve your ability to analyze a business after reading the above book–a more useful book than Porter’s books, IMHO.

  2. Started to read Strategic Logic and it’s one of the best books I have read so far on the subject of strategy and business analysis. Have a hard time putting it down and will finish it tomorrow (if not already today). Truly appreciate all of the effort you put in to the CSI blog and for educating us about investing. Have a great weekend!

    • Yes, it is one of the best I have found. However, you have to read and reread AND think carefully about how to apply this book.

      Well worth it though. I bet you will know more about company analysis than most. The next step is to take a few companies and analyze them based
      on the approach of this book.

      You don’t have to read 50 books, just a few of the good one and then apply those lessons consistently.

      Good luck.

  3. I just found out about this book thanks to posts from Hurricane Capital.

    Thanks a ton John/HC for posting this.

    Shall go through it.

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