Ep. 1061: Four Voices with Michael Covel on Trend Following Radio
Michael Covel's Trend Following
00:00
The Importance of Resilience
Boeing and Apple are examples of companies that have a lot of cash but don't know what to do with it. Boeing focused purely on execution, getting leaner and leaner in the traditional sense where they did illegal stuff. The company milked an existing business model that was increasingly outdated. Innovation is not R&D; it's exploring new value propositions and new business models.
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