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Ep. 974: Jonathan Byrnes Interview with Michael Covel on Trend Following Radio

Michael Covel's Trend Following

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How to Choose Your Customer in the Context of the Big Digital Tech Firms

In the 1900s it was about Get Big, now it's about make a choice. Figure out where you've got a defensible piece of the market with super high profit and super high growth,. Then focus your company and all your resources to do that and only that. That today is the secret to winning. It was with the airlines, it was with telecommunications and Verizon. It is today with Amazon in retail.

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