Bill Ackman and Michael Porter on CNBC

Bill Ackman and Michael Porter on CNBC

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.

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RenewableElectron 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.

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