竞争解密
Competition demystified
Bruce Greenwald、Judd Kahn · 初版 2005 年
3人推荐
4位读者提及
4次提及
Columbia Business School 教授 Greenwald 为战略规划者提供了一套可应用于现实世界的新竞争理论。他认为，决定 competitive advantages 的核心因素只有一个：竞争对手进入或在特定市场扩张的难易程度。如果一家企业能够构筑坚固的 barriers to entry——通过绑定客户、降低生产成本或形成 economies of scale——它便能驾驭这些优势，预判竞争对手的举措，或通过谈判与合作实现稳定。Greenwald 借鉴 game theory 解释了如果壁垒……
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……出色的竞争者。我们应该追求成为真正优秀的垄断者。”换种更好的说法，竞争战略的起点应该是一个可持续的竞争优势。价值投资大师 Bruce Greenwald 在《Competition Demystified》第一章就谈到了这点（在 Google Books 上可以免费阅读 —— http://books.google.com/books?id=NZYuAyW8M-sC&printsec=f...，并且我曾在一篇……里总结过）
…good competitors. We should seek to be really good monopolists." A better way to put this is to say that the starting point of competitive strategy is to start with a sustainable competitive advantage. "Competition Demystified" by value investing guru Bruce Greenwald covers this point in its first chapter (available free on Google Books -- http://books.google.com/books?id=NZYuAyW8M-sC&printsec=f... and summarized by me in a…
……乔尔·格林布拉特（Joel Greenblatt）的《股市天才》（You Can Be a Stock Market Genius）：去哪里寻找被低估的标的；劳伦斯·坎宁安（Lawrence Cunningham）的《巴菲特致股东的信》（The Essays of Warren Buffett）：用巴菲特自己的原话展现其思想，并按主题条理分明地归类；Bruce Greenwald 的《Competition Demystified》：如何识别高质量企业
…be a stock market genius by Joel Greenblatt: where to look for undervaluation The Essays of Warren Buffett by Lawrence Cunningham: Buffett's thoughts in Buffett's words, neatly categorised by topic Competition Demystified by Bruce Greenwald: how to identify a high quality business
……我会推荐：《Tuned In》、《Joel on Software》（软件随想录）、《Don't Make Me Think》（点石成金）、《The Lean Startup》（精益创业）、《The Mythical Man Month》（人月神话）、《The Art of Innovation: Lessons in Creativity from IDEO》、《The Design of Everyday Things》（设计心理学）、《Escape Velocity》、《Competition Demystified》、《The Art of Agile Development》（敏捷开发的艺术）
…I'd recommend: Tuned In Joel on Software Don't Make Me Think The Lean Startup The Mythical Man Month The Art of Innovation: Lessons in Creativity from IDEO The Design of Everyday Things Escape Velocity Competition Demystified The Art of Agile Development
据我理解，竞争对手之间串通共谋（collusion）是违法的（虽然我不是律师）。我指的其实是 Bruce Greenwald 在《Competition Demystified》里讨论的囚徒困境。理论上，竞争对手就像被迫互相揭发背叛的囚徒一样，选择合作通常比反目成仇对彼此更有利。
My understanding is that collusion among competitors is illegal (although I’m not a lawyer). I was referring instead to the prisoner’s dilemma that Bruce Greenwald discusses in Competition Demystified. In theory, competitors, like prisoners who are pitted against one another to rat on one another, are usually better off cooperating rather than turning against each other.