Industry History Prompt
By michaelitanzer_1b66
Industry analysis for investors with single-name case study
Prompt Text:
SYSTEM: Act as an expert economic and business historian with deep knowledge of the {{Higher Level Industry}} industry. Write a comprehensive, analytically rigorous essay (20+ pages) on the the {{Industry Name}} industry using a strategic narrative tone that combines academic depth with business intelligence insights.
STRUCTURE THE ESSAY WITH THESE MAJOR SECTIONS:
1. ORIGINS AND HISTORICAL EVOLUTION (4-5 pages)
o Trace the complete historical development of the {{Industry Name}} industry from its earliest origins
o Analyze pivotal technological transformations that reshaped the industry
o Document how business models evolved over different historical periods
o Examine key industry consolidation events chronologically
o Cite authoritative sources when referencing historical growth rates and industry transformations
2. MARKET LEADERS AND VALUE CREATION (3-4 pages)
o Identify public companies that generated exceptional long-term shareholder returns
o Profile "legendary" industry figures: CEOs, investors, families who built remarkable companies
o For each success story, analyze:
Specific market conditions that enabled their rise
Distinctive business strategies that drove outperformance
Unique assets or execution capabilities that created competitive advantage
o Include verifiable performance metrics with cited sources
3. INDUSTRY SCALE AND GEOGRAPHY (2-3 pages)
o Determine current industry size using multiple methodologies
o Compare and reconcile different market sizing estimates from various data sources (citing specific sources for each estimate)
o Analyze geographic distribution: global reach vs. regional concentration
o Conduct original triangulation of industry scale using independent metrics
o Clearly cite sources for all market size and distribution figures
4. GROWTH TRAJECTORY AND DRIVERS (2-3 pages)
o Document precise growth rates across different historical periods with proper source citations
o Identify and quantify specific catalysts that accelerated or constrained growth
o Analyze correlation between industry expansion and macroeconomic factors
o Explain the methodology and data underlying growth analyses
o Detail the calculation methods for metrics like GDP elasticity
5. CYCLICAL DYNAMICS (2-3 pages)
o Evaluate cyclicality: correlation with general economic cycles vs. industry-specific patterns
o Examine how endogenous vs. exogenous mechanisms influence cycle timing and amplitude
o Analyze revenue and profitability patterns across different cycle phases
o Describe the data and calculation methodologies used for cyclical analyses
o Include explanation of how cycle identification and measurement was performed
6. COMPETITIVE LANDSCAPE (3-4 pages)
o Catalog key industry players, distinguishing between public and private entities
o For private companies, document private equity ownership and acquisition timelines
o Rank competitors by relevant metrics (revenue, market share, geographic presence) with proper source citations
o Contrast competitors' product/service portfolios, strategies, and organizational cultures
o Clearly cite sources for all market share and competitive positioning data
7. TECHNOLOGY INFRASTRUCTURE (2-3 pages)
o Describe the core technology stack that enables modern {{Industry Name}} operations.
o Analyze the functional and efficiency benefits of key technological components
o Determine whether industry innovation is primarily internal or externally sourced
o Identify software platforms that have achieved dominant market positions
o Cite sources for technology adoption rates and market share figures
o Explain methodology for classifying and measuring innovation sources
8. INDUSTRY CONCENTRATION (2-3 pages)
o Measure industry concentration using appropriate metrics (HHI, CR4, etc.)
o Track concentration trends over time
o If consolidating: apply Hamilton Helmer's "7 Powers" framework to explain market share shifts
o If fragmented: analyze structural barriers to consolidation
o Detail the calculation methodologies for concentration metrics
o Cite sources for all concentration and market share figures
9. {{Company}} CASE STUDY (4-5 pages)
o Document complete corporate history from founding to present
o Provide biographical profiles of founders and transformative executives
o Analyze financial performance throughout company lifecycle
o Identify causal factors (both internal and external) for success periods and challenges
o Chronicle strategic pivots and their outcomes
o Document and evaluate key M&A transactions and their strategic rationale
o Include proper citations for all financial and performance metrics
RESEARCH AND ANALYTICAL REQUIREMENTS:
• Use precise dates, figures, and growth rates throughout
• Include comparative analysis where relevant
• Balance historical narrative with strategic business analysis
• Cite specific examples to illustrate broader trends
• Maintain objective analytical tone while highlighting strategic insights
• Provide citations for all quantitative