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Disruptive technologies, market definition, technology convergence, product differentiation
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Threat of substitutes, market definition, mergers
Value-based Strategy, Biform Games, Industry Analysis, Rivalry, Barriers to Entry, Firm Heterogeneity, Sustainable Competitive Advantage, Formal Modeling
Technology trajectory, strategy, competition, decreasing marginal utility, demand heterogeneity, added value, resource rent dynamics, disruption, substitutiion, resource portfolios
diversification discount, horizontal scope of the firm, formal foundations of strategy
corporate strategy, diversification discount, horizontal scope of the firm, formal foundations of strategy, resources
preemption, rent equalization, sustainable competitive advantage, pre-commitment equilibria, lead times
agency theory, value-based strategy, biform games, value creation, value capture, organizational incentives
Competitive positioning, Value-based strategy, NK landscape, interdependencies
R&D and technology, innovation dynamics, timing games, time compression diseconomies, firm spillovers, capabilities
value creation and value capture, biform games, industry analysis, friction, rivalry, barriers to entry, firm heterogeneity, formal modeling
Sustainability of Competitive Advantage, Imitation, Timing of Resource Development, Absorptive Capacity
Technology improvement, product differentiation, disruptive technologies, market segmentation
Strategic commitment, real options, endogenous investment timing