The Imitation Game: Part 2
Intro Previously, in Part 1, I discussed a way of sourcing for ideas, which is to scrutinize funds’ holdings to … Read more
Intro Previously, in Part 1, I discussed a way of sourcing for ideas, which is to scrutinize funds’ holdings to … Read more
Shareholder activism has evolved from the leveraged raiders of the 80s to a more collaborative approach, without losing its assertiveness … Read more
Thesis This piece is about understanding the source, power, and reach of Amazon’s competitive advantage(s). My thesis is the following: … Read more