In a piece published on the CFA Institute’s Enterprising Investor blog, Sandeep Srinivas, Fund Manager at FIM Partners explores how to distinguish between fleeting trends and sustainable market leaders in the consumer products sector.

Key highlights include:

– Paths to Value: Commodity vs. Luxury: Understanding how companies succeed through affordability and mass-market appeal versus exclusivity and pricing power.
– Framework to Analyze Commoditized Offerings: Insights into the phases of commodity businesses and their valuation implications.
– Fading into Irrelevance: Lessons from companies like Orkut on the importance of consistent innovation in rapidly evolving industries.

For more insights on identifying durable competitive advantages in today’s market: Are You Investing in a Fad or a Future Market Leader? | CFA Institute Enterprising Investor

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