Kroger’s CEO Reset: Why A Walmart Turnaround Veteran Is Taking The Helm!
Kroger is preparing to name former Walmart executive Greg Foran as its next chief executive, marking a pivotal leadership shift after nearly a...
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Kroger Is Rewiring Its Digital Fulfillment Model — A Turning Point for Margins & Cash Flow!
The Kroger Co. reported a quarter characterized by stable core performance, strategic recalibration, and notable one-time impacts, as reflected in...
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The S&P 500 Report: Performance, Profitability, Sentiment & More - #Ed 5
Zooming out first for a big picture perspective - helpful away from the news & chatter: Bears Make Headlines & Lose Money, Bulls Make Money! As...
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Biden COVID-19 Response Plan: Overview of Its Inherent Investment Themes
Biden's recently-announced COVID-19 response plan suggests a number of investment themes. This Insight overviews the more significant of those...
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Overview of My Winners and Losers in 2019... And 5 High Conviction Ideas Going into 2020
In a follow up to similar styled notes from 2017 and 2018 Overview of My Winners and Losers in 2018...and 5 High Conviction Ideas Going into...
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