Carl Icahn, Mario Gabelli and Catalysts-Activists to Drive Digital Value (Asia Tech Strategy – Daily Lesson / Update)

My writing is mostly on business models and digital strategy. As these are can give you insight into value creation over the longer-term. It’s really close to Warren Buffett and competitive advantage-type thinking. I’m just adapting it for digital businesses. But I’ve also been adding frameworks for core vs. adjacency growth. Detailed growth projections (plus […]
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