Showing posts with label Competition. Show all posts
Showing posts with label Competition. Show all posts

Monday, March 29, 2010

We've Moved!

To increase the functionality of the blog, we've moved to:


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Your subscriptions will be automatically transferred to the new site.  Come see us there for new posts on credit analysis and debt structuring!

Thursday, April 23, 2009

Competitive Strength Under Stress

Competition affects credit strength, and never more than in tough times. Favorable conditions can mask competitive weaknesses. Consider General Motors at the peak of the SUV craze. Unfavorable conditions can amplify weaknesses. Consider General Motors today.

This video is about Southwest Airlines and American Airlines and the recent problems in the airline industry. It explores the subject of sustainable competitive advantage. How does a company get it? How likely is it to last? The video is about four minutes long.