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Ep. 892: Gary Hamel Interview with Michael Covel on Trend Following Radio

Michael Covel's Trend Following

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The Path to Success

In the late 1970s, American companies were really taken to school by their foreign competitors. Michael Porter had just published a very influential book called competitive strategy. He set out to explain why did some companies make more money than others? What's a good strategy and a bad strategy? How do you change a strategy once it's reached a sell-by date? And if you're a very successful company, how do you avoid the downside of success? Those have become the questions that occupied me for years to come.

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