Corporate Strategy
The Politicization of the Portfolio: How State Interference Puts US Companies and Investors at Risk
State-level political interference in corporate strategy is creating new risks for US companies, investors, and the broader economy.
The Ghost in the Kitchen: How Big Chains Are Disrupting the Market and What It Means for Investors
Large chains are launching “virtual brands” on delivery apps, masquerading as local eateries. This strategy impacts the economy, investors, and small businesses.
The Galactic Balance Sheet: Deconstructing the Financial Implications of a Leadership Shift at Lucasfilm
A leadership shift at Lucasfilm is more than a creative change; it’s a major financial event with implications for Disney’s stock, IP strategy, and the economy.
The $100 Square Foot Signal: What New York’s Office Boom Reveals About the Future of Finance and the Economy
New York’s luxury office market is booming, with record leases over $100/sq ft. Discover what this means for finance, investing, and the broader economy.
Titans in Transition: A Spanish Power Play, a Retail Reckoning, and AIG’s High-Stakes Bet
A deep dive into a major Spanish M&A deal, the collapse of Saks Global, and AIG’s bold return to risk-taking in the financial markets.
More Than Just Words: The Hidden Financial Lessons in the FT Crossword
An FT crossword puzzle reveals a hidden narrative about modern finance, the economy, and the strategic challenges facing today’s business leaders.
The Great Myth of the Maverick CEO: Are Capitalists Innovators or Just Accumulators?
Forget entrepreneurial flair. This post explores the argument that modern capitalism is a system of wealth accumulation, not just innovation.
The Friendship Portfolio: Deconstructing the ROI of Sweden’s Radical Bet on Employee Wellness
A Swedish pilot project offers a paid “friendship hour” to combat loneliness, revealing a shrewd financial strategy with a high ROI for the modern economy.
The Playwright’s Portfolio: What Alan Ayckbourn Can Teach Us About Market Trust and Investment Strategy
A playwright’s startling admission of “betraying the audience” holds powerful lessons for finance, investing, and business on the unbreakable currency of trust.
BP’s $10 Billion Gambit: Why Selling a Crown Jewel Like Castrol is a Masterstroke in Disguise
BP is nearing a $10B deal to sell its iconic Castrol division, a bold strategic move to fund its pivot to renewable energy under new leadership.
The Swiss Paradox: How a Record M&A Boom is Defying Economic Gravity
Swiss firms are on a record M&A spree, defying a strong franc and global tensions. Discover the key drivers behind this unprecedented dealmaking boom.
A New Chapter for a Classic: Unpacking Coca-Cola’s CEO Transition and What It Means for Investors
Coca-Cola appoints insider Henrique Braun as new CEO, signaling a focus on stability and operational excellence. What does this mean for investors?