There were some interesting interviews on CNBC yesterday:
The three are:
Michael Porter who authored Competitive Strategy: Techniques for Analyzing Industries and Competitors, ”the” textbook on what gives companies competitive advantages.
Bill Ackman, of Pershing Square Capital Managament, famed value investor and the topic of a very interesting new book Confidence Game: How Hedge Fund Manager Bill Ackman Called Wall Street’s Bluff.
Clayton Rose: Professor of finance at Harvard University.
Below Porter discussed competitiveness of the US business industry:
Bill Ackman,, and Michael Porter discussed strategies, management, and evaluating stock prices:
The three men discussing the future of finance:
The three talk about why companies cannot access cash that they need.