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Alpha, the search for sustainable competitive advantage in a company

A daily glance or two in a mirror softens the transforming and deepening grooves of our life’s journey on our skin. The changes are subtle and hardly noticeable on a daily basis but there is no fooling ourselves in the long run. Change is inevitable and surely quite visible.

Change is a constant in all that exists: our universe, our planet, our nature, our families, our careers, our companies, our work, and ultimately our lives. Most of us prefer a status quo, the same, it is predictable, it is easy, and does not require a lot of mental energy – routines have become automatic and known. Staying in our comfort zone is so much easier, so why change?

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Meme stocks, the long road home, compound interest and patience

Who would have thought we would be talking about meme stocks and who would have thought that the stock market could become an entertainment platform for not only the weekend warrior investor but for everybody who is not on Zoom doing something semi-serious, armed with a Robinhood API and fully loaded with Reddit and Twitter accounts ready to go to battle?

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First Quarter 2021 performance update

“The truth is that life is by nature harsh and competitive. No matter how much money or resources you have accumulated, someone will try to take them from you, or unexpected changes in the world will push you backward. These are not adverse circumstances but merely life as it is. […] Those who are not afraid of change or chaos; they embrace it by being as fluid as possible. They move with the flow of events and then gently channel them in the direction of their choice, exploiting the moment. Through their mind-set, they convert a negative (unexpected events) into a positive (an opportunity).” The 50th Law, 50 Cent