Industry and Competitive Analysis

Literature

This course is built upon a management classic (Competitive Strategy: Techniques for Analyzing Industries and Competitors by Porter, 2004). We also draw from more recent research findings and practitioner-oriented strategy research. Students are expected to familiarize themselves with the assigned readings and develop a thorough understanding of the material before coming to class. For students wishing to explore the course content in greater depth, optional readings are proposed for each session. We will share the course literature and case material on the Moodle course page, which is accessible to students who have successfully enrolled to the course in myStudies. Competitive Strategy and Industry Dynamics • Chapter 2 of Porter (2004) • Porter, M. E. (1996). What is strategy. Harvard Business Review. 74 (6): 61-78. • Chapter 3 of Porter (2004) • Porter, M. E. (2008). The five competitive forces that shape strategy. Harvard Business Review. 86(1): 78-93. Game Theory and Competitive Strategy • Brandenburger, A. M., & Nalebuff, B. J. (1995). The right game: Use game theory to shape strategy. Harvard Business Review. 73(4): 57-71. • Camerer, C. F. (1991). Does strategy research need game theory?. Strategic Management Journal, 12(S2), 137-152. Opportunities & Feasibility Analyses • Alvarez, S. A., Barney, J. B., Anderson, P. (2013). Forming and Exploiting Opportunities: The Implications of Discovery and Creation Processes for Entrepreneurial and Organizational Research. Organization Science, 24(1), 301-317. Strategic Groups & Advanced Analytics for ICA • Short, J. C., David J. K., Timothy B. P., & Tomas M. H. (2007). Firm, strategic group, and industry influences on performance. Strategic Management Journal, 28: 147-167. • Harrigan, K. R. (1985). An application of clustering for strategic group analysis. Strategic Management Journal, 6(1), 55-73. • Hannigan, T. R., Haans, R. F., Vakili, K., Tchalian, H., Glaser, V. L., Wang, M. S., ... & Jennings, P. D. (2019). Topic modeling in management research: Rendering new theory from textual data. Academy of Management Annals, 13(2), 586-632. • Chen, H., Chiang, R. H., & Storey, V. C. (2012). Business Intelligence and Analytics: From Big Data to Big Impact. MIS quarterly, 36(4), 1165-1188. • Almquist, Z. W., & Bagozzi, B. E. (2017). Using radical environmentalist texts to uncover network structure and network features. Sociological Methods & Research. • Schmiedel, T., Müller, O., & vom Brocke, J. (2018). Topic modeling as a strategy of inquiry in organizational research. Organizational Research Methods, 3(1). ICA in the Digital Age I • Adner, R., Puranam, P., & Zhu, F. (2019). What Is Different About Digital Strategy? From Quantitative to Qualitative Change. Strategy Science, 4(4), 253-261. • Iansiti, M., & Lakhani, K. R. (2020). From Disruption to Collision: The New Competitive Dynamics. MIT Sloan Management Review, 61(3), 34-39. • Li, W. C., Nirei, M., & Yamana, K. (2019). Value of data: there’s no such thing as a free lunch in the digital economy. US Bureau of Economic Analysis Working Paper, Washington, DC. • Porter, M. E., and Heppelmann, J. E. (2015) How Smart, Connected Products Are Transforming Companies. Harvard Business Review 93 (10): 97–114. ICA in the Digital Age II • Kim, E., Nam, D. I., & Stimpert, J. L. (2004). The applicability of Porter’s generic strategies in the digital age: assumptions, conjectures, and suggestions. Journal of management, 30(5), 569-589. • Davenport, T. H. (2006). Competing on analytics. Harvard business review, 84(1), 98. • Gupta, S. (2018). Driving digital strategy: A guide to reimagining your business. Harvard Business Press. • Bakshy, E., Messing, S., & Adamic, L. A. (2015). Exposure to ideologically diverse news and opinion on Facebook. Science, 348(6239), 1130-1132.