Thursday 1 June 2023

 Stephan's Thursday Picks

  • America is binging on snacks, and food companies are eating it up (WSJ)
  • Michael Medline dishes on supply chain woes, price-fixing allegations, and Galen Weston (Globe and Mail)
  • MSG is finally getting its revenge (The Atlantic)
  • Activist shareholder plans proxy battle at Shake Shack (WSJ)
  • Why CEOs and boards should be terrified by activist investors and their new tactics (Globe and Mail)

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