In this Dialogue episode we talk about a Speedwell Memo: The Invisible Competitor: When Creating Value is Better than Fighting for It. Read the full memo here.

*Sign-up* for our Exclusive Constellation Software interview with a Head of M&A from the Volaris Group here!

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Show Notes

(0:00) — Intro

(1:27 ) — CSU Head of M&A Interview Announcement

(3:18) — Memo Overview

(8:58) — PC Competition

(21:24) — Reframing Disruption

(27:05) — Good Business Can Become Irrelevant

(37:55) — When to Copy Competition

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For full access to all of our updates and in-depth research reports, become a Speedwell Member here.

Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it.

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Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. This may change without notice. Please see our full disclaimers here: https://speedwellresearch.com/disclaimer/

Dialogue. The Invisible Competitor, PC Market, McDonald's Salads, and Reframing Disruption

The Synopsis

Dialogue. The Invisible Competitor, PC Market, McDonald's Salads, and Reframing Disruption