intellectualproperty
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...
ValueWalk
With the pandemic forcing Americans online, the role that technological innovation and deployment play in promoting prosperity has never been more clear. As the new administration begins to prioritize different policy initiatives, technology policy must remain at the forefront. And while legislators may feel the impulse for broad regulatory reforms, targeted actions can better help industry bring services to consumers without some of the significant unintended consequences which may come with overbearing regulations.Q3 2020 hedge fund letters, conferences and moreBroadband InvestmentPromoting ...
ValueWalk
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