L'objectif du leadership

« Tout ce qu'on voit en cache un autre ; nous voulons toujours voir ce qui est caché par ce que nous voyons. »

René Magritte

Six Flags hired an operator to rebuild the business. Three months later, it installed a chairman who builds companies to sell them

Karim Mawji 7/23/26 Karim Mawji 7/23/26

Six Flags hired an operator to rebuild the business. Three months later, it installed a chairman who builds companies to sell them

Fiserv promoted the executive who ran the segment that needs fixing

Karim Mawji 7/22/26 Karim Mawji 7/22/26

Fiserv promoted the executive who ran the segment that needs fixing

BP deleted its green business from the org chart, and almost no one noticed the timing

Karim Mawji 7/21/26 Karim Mawji 7/21/26

BP deleted its green business from the org chart, and almost no one noticed the timing

Greg Abel has been CEO of Berkshire Hathaway for 90 days. He's already made four decisions Warren Buffett never made

Karim Mawji 7/18/26 Karim Mawji 7/18/26

Greg Abel has been CEO of Berkshire Hathaway for 90 days. He's already made four decisions Warren Buffett never made

The empire keeps absorbing itself

Karim Mawji 7/16/26 Karim Mawji 7/16/26

The empire keeps absorbing itself

The most expensive due diligence mistake I've seen isn't in the numbers. It's in the room

Karim Mawji 7/15/26 Karim Mawji 7/15/26

The most expensive due diligence mistake I've seen isn't in the numbers. It's in the room

Broadcom is now worth $2.3 trillion

Karim Mawji 7/14/26 Karim Mawji 7/14/26

Broadcom is now worth $2.3 trillion

Mary Barra bet GM's future on electric and self-driving cars. One of those bets is now being quietly unwound

Karim Mawji 7/10/26 Karim Mawji 7/10/26

Mary Barra bet GM's future on electric and self-driving cars. One of those bets is now being quietly unwound

Oracle's new CFO isn't filling a vacancy. She's joining a company that burned through more cash than it generated last year

Karim Mawji 7/9/26 Karim Mawji 7/9/26

Oracle's new CFO isn't filling a vacancy. She's joining a company that burned through more cash than it generated last year

The S&P 500 crossed 7,000 for the first time on April 15. Most of the companies in the index had very little to do with it

Karim Mawji 7/8/26 Karim Mawji 7/8/26

The S&P 500 crossed 7,000 for the first time on April 15. Most of the companies in the index had very little to do with it

Greg Abel's first annual meeting could have been a tribute. It was an operational audit

Karim Mawji 7/6/26 Karim Mawji 7/6/26

Greg Abel's first annual meeting could have been a tribute. It was an operational audit

Jensen Huang has said publicly he wants to run NVIDIA until the last day of his life

Karim Mawji 7/3/26 Karim Mawji 7/3/26

Jensen Huang has said publicly he wants to run NVIDIA until the last day of his life

He turned the job down. Twice

Karim Mawji 7/2/26 Karim Mawji 7/2/26

He turned the job down. Twice

54-45. The most divided confirmation vote in modern Federal Reserve history

Karim Mawji 7/1/26 Karim Mawji 7/1/26

54-45. The most divided confirmation vote in modern Federal Reserve history

A consumer goods executive is about to run a $53 billion protein company

Karim Mawji 6/30/26 Karim Mawji 6/30/26

A consumer goods executive is about to run a $53 billion protein company

Nike's CEO and its longest-tenured board member both wrote personal checks for the stock in the same week. At a multi-year low

Karim Mawji 6/27/26 Karim Mawji 6/27/26

Nike's CEO and its longest-tenured board member both wrote personal checks for the stock in the same week. At a multi-year low

The manta ray doesn't fight the current

Karim Mawji 26 juin 2026 Karim Mawji 26 juin 2026

The manta ray doesn't fight the current

Two of Google's most important AI researchers left for rivals in a single week. Days later, Alphabet’s stock had its worst day in a year

Karim Mawji 6/25/26 Karim Mawji 6/25/26

Two of Google's most important AI researchers left for rivals in a single week. Days later, Alphabet’s stock had its worst day in a year

Domino's stock has returned about 2% a year for five years. The board's answer is the insider who helped produce those returns

Karim Mawji 6/24/26 Karim Mawji 6/24/26

Domino's stock has returned about 2% a year for five years. The board's answer is the insider who helped produce those returns

Walmart’s Q1 call wasn't about the numbers. It was about who delivered them

Karim Mawji 6/23/26 Karim Mawji 6/23/26

Walmart’s Q1 call wasn't about the numbers. It was about who delivered them