RuncheyResearch

Archived research. The era-1 framework is part of the Runchey Research archive (methodology era 1) and is no longer actively updated. Everything remains published at its original URL. Browse the archive

All Concepts
Signal

Competitive Position

Can the company defend or grow its market position?

Assessment Spectrum

DOMINANT
DEFENSIBLE
CONTESTED
ERODING
BestWorst
How This Signal Affects Analysis
This signal provides a standardized assessment that makes it easy to compare across different companies. When multiple lenses produce this signal, disagreements surface where the evidence is ambiguous.

Assessment Labels

Every analysis assigns one of 4 categorical labels to this signal. Labels represent a spectrum from best to worst assessment.

DOMINANTBest outcome

Unassailable market position with multiple reinforcing moat sources. Competitors cannot realistically challenge.

DEFENSIBLEPositive outcome

Meaningful competitive advantages that provide protection. Moat is real but not insurmountable.

CONTESTEDConcerning outcome

Limited or weakening competitive advantages. Facing real competitive pressure with unclear outcome.

ERODINGWorst outcome

Competitive position is actively deteriorating. Moat is being breached by competitors or disruption.

What This Signal Captures

Market share trendsPricing powerSwitching costsDisruption exposureNetwork effects

Lenses That Produce This Signal

Multiple lenses can assess the same signal independently. When lenses disagree, we surface the conflict rather than hiding it.

Moat Mapper

Is the competitive advantage real and durable?

All ConceptsLearn about Evidence Levels