A recent Morningstar article shares highlights and insights from an interview with Berkshire Hathaway’s Charlie Munger in which the investing legend drew parallels between investing and evolutionary biology. Here are…
Tag: Disruption
Monopolies, Intangible Assets and the Disruptive Economy with Kai Wu of Sparkline Capital (Ep. 53)
Our economy is changing. The largest, most successful companies in the world no longer require substantial tangible assets to operate their businesses. The businesses that are disrupting our world and…
Damadoran on the Dilemma of Disruption
At the 2019 CFA Institute Equity Research and Valuation Conference, NYU finance professor Aswath Damadoran spoke about disruption and the challenge associated with valuing disruptors. “As human beings, we don’t…