Susan Dallhoff
@_SLPartners
Assisting organizations in developing effective strategies and building effective boards. Trusted advisor to private companies.
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How many people does it take to change an organisation, system or culture? In his book "Change, How to Make Big Things Happen", @DamonCentola shows how change became inevitable when 25% of the people were on the side of making the shift - a “committed minority group” driving the…
This Friday at noon ET - the MWG team will update you on views of the market and some top picks now.
This explains why all the Canadians are bullish $LULU 🤣
Catch me on @marketcall tomorrow at noon. Three fresh top picks coming up.
Flows rule everything around me (from CIBC)
Canadian retail investors will look to these names once they can't renew their GICs at +4% rates
Wow! Starbucks Replaces CEO as Activist Investors Push for Changes Chipotle CEO Brian Niccol to lead coffee chain; Laxman Narasimhan, who took over in March 2023, stepping down immediately
I don't know if this is bottom in $SBUX but it's not hard to see activist + new CFO/mgmt shake-up + some innovation turn sentiment and see EPS trough. 20x multiple on $4.60 FY26 = $92 in 18 months. Sentiment in the tank but strong core customer & per store economics.
Our July Market Thoughts. Recession probably isn't here but there is more evidence its approaching with labour, travel indicators, home inventory, commodities all loosening. Fed needs to start tapping the gas pedal. mcusercontent.com/cbfd197477cd21…
Linamar $LNR.TO just posted double digit growth in their Ag division... 🙃
I don't know if this is bottom in $SBUX but it's not hard to see activist + new CFO/mgmt shake-up + some innovation turn sentiment and see EPS trough. 20x multiple on $4.60 FY26 = $92 in 18 months. Sentiment in the tank but strong core customer & per store economics.
Beauty quarter from Chemtrade $CHE_U - guidance raised, NCIB now active, debt falling, payout ratio low.
Here’s the session - touched on $MFC.TO, $DCBO, $IGM.TO bnnbloomberg.ca/video/shows/th…
Jamie - would be great if you could post your session, time permitting. TIA.
The number of patent families in GenAI has grown from just 733 in 2014 to more than 14,000 in 2023. visualcapitalist.com/ranked-top-com… via @visualcap
visualcapitalist.com
Ranked: Top Companies by Generative AI Patents
The number of patent families in GenAI has grown from just 733 in 2014 to more than 14,000 in 2023.
$NWH_u transaction should provide plenty of breathing room - 15% accretive to AFFO
How to set priorities like a world-class CEO:
12 signs of a toxic leader........ How many of these have you seen before??? Hopefully none 👀
Building a sense of belonging is an act of leadership. It creates the conditions for people around us to feel supported & valued & to thrive. Even small moments of connection or reflection can have a big impact on people's sense of belonging. @GeoffCohen, author of "Belonging:…
Great summary of how to improve at public speaking…,
Rules of thumb for writing research articles
MICROSOFT CFO AMY HOOD SAYS AZURE GROWTH WILL ACCELERATE IN H2 – CONF CALL
$ATZ.TO "Notably, the company believes the current distribution centre footprint should support top-line growth through 2029/2030, suggesting free cash flow generation should be robust following this year's ramp-up of the company's expanded Vancouver distribution centre network."
United States Тренды
- 1. #SNME N/A
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