Corporate Strategy
The Trillion-Dollar Question: How European Courts Are Reshaping the Future of Energy Investing
European courts are shifting from blaming oil firms for past climate damage to questioning if their future business models align with the Paris Agreement.
The Mighty Real ROI: How a Disco Anthem Teaches a Masterclass in Financial Technology and Strategic Pivots
Discover the powerful business lessons in innovation, technological disruption, and strategic pivots hidden within the story of Sylvester’s disco classic.
A Hangover of Uncertainty: Why Diageo’s Messy CEO Succession is Spooking the Market
Diageo’s prolonged and messy CEO search has unsettled investors, raising questions about its corporate governance at a time of significant market challenges.
The Price of Progress: Why Rightmove’s AI Bet Spooked the Stock Market
Rightmove’s stock fell after announcing AI investment. Is this a classic market overreaction or a sign of a risky, costly bet on the future?
The Cafeteria Investor: Why Selective Conviction is the Biggest Risk in Modern Finance
Discover the ‘Cafeteria Investing’ mindset, a cognitive bias where selective data picking can derail portfolios and corporate strategy.
The Great China Cash-Out: Deconstructing Starbucks’ $4 Billion Strategic Pivot
Starbucks’ $4bn sale of its China stake marks a major pivot. This analysis explores the competition, economic shifts, and financial strategy behind the deal.
Puma’s Painful Pivot: Can 900 Job Cuts Close the Gap on Nike and Adidas?
Puma’s new CEO cuts 900 jobs in a “painful” decision to close the gap with rivals Nike and Adidas. A deep dive into the financial and strategic pivot.
Amazon’s Layoff Tremors: A Necessary Correction or a Warning Sign for the Global Economy?
Amazon’s rumored layoffs signal a major shift in Big Tech. We analyze the economic, financial, and stock market implications of this pivotal moment.
Lukoil’s Great Retreat: Decoding the Strategic Sale of International Assets Amid Sanctions
Russia’s oil giant Lukoil plans to sell its international assets, a strategic retreat forced by U.S. sanctions, reshaping the global energy landscape.
Kodak’s Second Shot: Can a “Blue-Collar CEO” Reboot a Fallen Giant?
Kodak, a symbol of corporate failure, is attempting a quiet turnaround under CEO Jim Continenza. Is this a new chapter or a final gasp?
Target’s Strategic Reset: Why 1,800 Layoffs Signal a Deeper Shift in the Retail Economy
Target’s first major job cuts in a decade signal a deep strategic pivot. We analyze the impact on its stock, investors, and the future of the retail economy.
Beyond the Pitch: What a Football Match Teaches Investors About Geopolitical Risk
A football club’s decision to bar its own fans from a match offers a masterclass in geopolitical risk management for investors and business leaders.