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.
Electron Capital Partners' flagship Electron Global Fund returned 5.1% in the first quarter of 2021, outperforming its benchmark, the MSCI World Utilities Index by 5.2%. Q1 2021 hedge fund letters, conferences and more According to a copy of the fund's first-quarter letter to investors, the average net exposure during the quarter was 43.0%. At the Read More
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.