competitiveadvantage
When you played video games as a kid, you would likely often look for cheat codes to help you gain a competitive advantage. Specific cheat codes would help you get to the next level of the game when you feel stuck. Suddenly, this cheat code would unlock a new achievement and allow you to save yourself a significant amount of time. Did you know that there are cheat codes to life that could put you ahead of others? Q3 2022 hedge fund letters, conferences and more Find A Qualified Financial AdvisorEach advisor has been vetted by SmartAsset and is held to a fiduciary standard to act in your best i...
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Cloud migration is not a single technology, but rather a business strategy, especially when viewed through a FinOps lens. FinOps is the practice of bringing finance, technology, and business together to manage the economics of the cloud to gain a competitive advantage. Q2 2021 hedge fund letters, conferences and more The Expenditure Of Cloud MigrationWhen organizations focus on the technology component of cloud migration and forget that moving to the cloud changes the dynamics of their budget, their expenditure misses the mark because it has moved from a predictable spend to a more variable an...
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Alta Fox Opportunities Fund commentary for the second quarter ended June 30, 2021. Q2 2021 hedge fund letters, conferences and more Limited Partners, In Q2 2021, the Alta Fox Opportunities Fund (“the Fund”) produced a gross return of 21.75% and a net return of 17.93%. The Fund’s average net exposure during the quarter was 83.75%. Since inception in April 2018, the Fund has produced a gross return of 628.59% and a net return of 424.29% compared to the S&P 500’s return of 72.88%, the Russell 2000’s return of 57.63%, and the Russell Microcap’s return of 64.95%. As always, Alta Fox strives to igno...
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The expression ‘Business Ecosystem’ was coined in 1993 in the Harvard Business Review. It proposed that a company should be viewed not as a single entity, but as a part of an ecosystem that includes participants across many industries. Q4 2020 hedge fund letters, conferences and more So the notion that another company’s success is a barrier to your own is outdated. Partnering up isn’t a sign of defeat: it’s a smart way to leverage your ecosystem’s resources and strengthen your position. Businesses across the board are learning that forming strategic alliances with other companies – even compet...
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Whitney Tilson’s email to investors discussing his analyst Kevin DeCamp’s views on Tesla’s future. Q3 2020 hedge fund letters, conferences and more In my December 29 e-mail, I shared my analyst Kevin DeCamp's essay on his 100-bagger with Tesla (TSLA). It's a great story with many important insights, but it didn't include Kevin's views on the stock today and what the future holds for Tesla... so I asked him to write a follow-up essay, which you can read below. I continue to believe that the stock is too richly valued to buy, but I would never short such an open-ended situation. Enjoy! Best rega...
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During his recent interview with Tobias, Alex @TSOH_Investing discussed Disney’s Competitive Advantage Is Its IP. Here’s an excerpt from the interview:Q3 2020 hedge fund letters, conferences and moreDisney's Competitive Advantage Is Its IPTobias: Let’s talk about some of the other names you’ve got in there. Disney, you said you got that in the Fox spinoff?Alex: Yeah, I got it. When doing Disney bought the majority of Fox’s assets, you had the option to to take stock, cash or some combo. I took shares as part of that deal. I think part of the thinking now in my mind is, obviously, they’ve relea...
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As the wealth management industry finally moves into the digital realm. Overlooking the changing needs and expectations of clients could prove fatal for traditional providers.Q3 2020 hedge fund letters, conferences and moreThe demographic profile of current and prospective clients is going to vastly shift in the next decade. As the industry will see a rising female clientele and an increasing younger demographic. A key reason for this is the £58 trillion wealth transfer from baby boomers, that will occur by 2030.Big industry players, who have historically showed their sluggishness in adapting ...
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That electric vehicles are the future has been known for some time, but it seems as though the auto industry in general is only now getting to grips with the reality of the situation. The greater competitiveness within this space is not good news for Tesla (TSLA), which has long been touted by its supporters as the trailblazer in the electric vehicle sector.Q3 2020 hedge fund letters, conferences and moreThe Auto Industry Is Getting Serious About Electric VehiclesDespite footage of Elon Musk and Volkswagen (VLKAF) chief Herbert Diess driving the new fully-electric Volkswagen Electric ID.3 mode...
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