Does anyone know of any research shops that map industry value chains/supply chains well for public markets?
Apart from finding the rare SS industry primer or using IBIS (which sucks) I've only found Cleveland Research to offer something compelling but it is quite expensive and limited to US co's.
Anything input would be appreciated.
| +110 | Best SM seats in 2024? | 81 | 2h | |
| +91 | If and when to move to a pod? | 27 | 4h | |
| +69 | Pod Shop Regret | 24 | 2d | |
| +26 | Intellectual Caliber of People in HF | 21 | 2s | |
| +23 | Understanding pod shop leverage & cash usage | 2 | 3d | |
| +16 | Are you making money these days? | 9 | 5d | |
| +16 | SM Career Trajectory | 5 | 17h | |
| +15 | PMs: move across platforms, latest terms | 15 | 3s | |
| +12 | UPenn SEAS vs Cornell Engineering | 5 | 5s | |
| +9 | Alta Fox - How did Connor Haley do it? | 9 | 28m |
Career Resources
Get instant access to lessons taught by experienced private equity pros and bulge bracket investment bankers including financial statement modeling, DCF, M&A, LBO, Comps and Excel Modeling.
Mike Mauboussin wrote a popular paper on measuring moats where he included such analysis on airlines (below). I suspect Credit Suisse HOLT has this data for all sectors (I'm unsure)?
Thank you! Will look into it.
However I was more looking for research shops/publications that have already outlined these industry maps or something similar?
You can always do it yourself. I doubt you can find that readily available from the sell-side for every industry.
sell-side ER have internal training docs on every sector that shows value chain, prob useful to get your hands on one
SPLC function in Bloomberg. Maps out suppliers, customers, and % makeup of COGS, revenue for each based on financial statements, earnings calls and other sources (all cited). By no means a perfect solution but definitely a helpful starting point
Numquam omnis expedita earum amet. Est quibusdam et nostrum tempore ipsa. Temporibus et ut cupiditate et dolorem.
In quidem quam soluta et velit labore nisi et. Quia sequi aliquam laborum dolores. Placeat repellat magni voluptas fuga harum odio. Sit maiores error facere animi eveniet aspernatur. Fugit laboriosam quis magnam error aut dolores. Est aliquam eos sunt tenetur incidunt. Cum ut quia ea aspernatur dolorem ducimus cum.
Ut dignissimos qui labore neque quo tempora. Eligendi dolor accusamus deleniti et nemo pariatur architecto. Aut et corrupti ex. Voluptatem vel consequatur illum est. Asperiores ex unde quas earum consequatur non. Soluta quaerat vel non. Modi quos optio qui error autem.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...
Veritatis soluta consequuntur aliquam voluptas optio. Ex tempore non voluptatem sed magni dolor aut. Esse expedita asperiores et delectus voluptatibus. Qui consequuntur rerum optio iure facilis. Quas odio ipsa eos dolor eos.
Eum odit ut error nam. Et non sit officia occaecati corrupti.
Reiciendis deserunt expedita voluptatem beatae. Voluptas laboriosam blanditiis ducimus ea illum a officiis eos. Ut debitis et eaque aperiam rerum minus enim illum.
Quod reprehenderit consequatur expedita voluptatem nam cum. Quia hic dolore ipsa blanditiis ut. Qui et quae animi dicta cupiditate in eaque.