Tag: competition demystified

Strategic Thinking: The Basics

Strategic Thinking: The Basics

Strategic Thinking: The Basics by Jae Jun First published at Hurricane Capital What You Will Learn What is the framework for strategic thinking? Which competitive advantages are strategic? The process of strategic analysis “The existence of barriers to entry means […]

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Bruce Greenwald Talks Value Investing In India

Another great find by my friend sandesh trivedi of http://sandeshtrivedi2.blogspot.com/. Sandesh, like I is a big fan of Bruce Greenwald. Sandesh found a great interview that Greenwald gave when he visited India several years ago.  Greenwald talks about moats, valuing […]