Canadian deals, Micron’s AI boom and Nike’s turnaround
Simon Belanger and Daniel Kent discuss Canadian M&A, Cobre Panama, Micron’s cycle, Carnival’s buybacks and the consumer signals in Nike and AutoZone.
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How market leaders lose their moats: four lessons
Simon Belanger and Daniel Kent examine AOL, EpiPen, BlackBerry and Nike—and the management decisions that weakened their competitive advantages.
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