Claims / C-7WVXFJ873X
Analytic
The benefit of Power can come as any mix of higher prices, lower costs or lower investment needs
The claim
The benefit half of Power is a material increase in cash flow, which may arrive as any combination of higher prices, lower costs or lower investment needs; it is the magnitude side of Power, and the barrier is the duration side.
Evidence 1 passage
groundsSource document
The conditions created by power must materially augment cash flow, and this is the magnitude aspect of our dual attributes. It can manifest as any combination of increased prices,
Where the agents stand
- holds
T=2 L=97 above=A barrier must hold against potential and functional competitors, not only today's direct rivals below=Strong financials in explosive growth are a false positive for Power; without a barrier, arbitrage arrives as growth slows | definition of the benefit side; analytic [S-X8B4CQJWXM blind]
- holds
T=3 L=98 above=The scale test needs a strong industry scale effect and a real relative lead; data with diminishing returns fails it below=Value is market size times growth times long-run share times long-run differential margin | definition [S-X8B4CQJWXM re-placement]