Wednesday, 9 November 2022

 Stephan's Wednesday Picks

  • It's important to bring the spirit of emergencies to the long term (McKinsey)
  • The ugly story of how Corporate America convinced us to spend so much money on boxed water (Vox)
  • Walmart-owned Flipkart curbs M&A and hiring as losses mount in India (FT)
  • Jamie Oliver vs inflation (The Atlantic)
  • Canada's moonshot: The green farming revolution is here, but we must help it grow (FP)

Tuesday, 8 November 2022

 Stephan's Tuesday Picks

  • Restaurant Brands profit, sales gain as Tim Hortons looks to expand lunch, dinner offerings (Globe and Mail)
  • Very important and hard to teach (Collaborative Fund)
  • Sobeys, Safeway grappling with IT issues as Maple Leaf Foods announces cybersecurity incident (CBC)
  • Walgreens unit close to roughly $9 billion deal with Summit Health (WSJ)
  • Macy's plans to invest millions to fund minority-owned businesses (NYT)

CBC

Monday, 7 November 2022

 Stephan's Monday Picks

  • Washington sues to stop Albertsons $4 billion dividend plan (Bloomberg)
  • The DOJ should now take on Amazon (The Atlantic)
  • Why Amazon Music VP Steve Boom just made the entire music catalog free with Prime (The Verge)
  • Ocado shares soar as it signs a deal with a South Korean retailer (The Guardian)
  • Good luck returning your unwanted cothes and electronics (WSJ)

Friday, 4 November 2022

 Stephan's Friday Picks

  • Lowe's selling Canadian retail operations, including Rona, to Sycamore Partners (Globe and Mail)
  • CVS, Walmart, Walgreens reach $13 billion opioid settlement (Bloomberg)
  • Freeland's economic update warns of 2023 recession, announces tax on corporate share buybacks (Globe and Mail)
  • Was Jack Welch the greatest CEO of his day - or the worst (The New Yorker)
  • From the archives (2008): Ontario's store wars marching west (Globe and Mail)

Thursday, 3 November 2022

 Stephan's Thursday Picks

  • A Carbone on every continent: Major food group is going global (NYT)
  • Companies under growing pressure to recoup executive pay (WSJ)
  • The role of the chief operating officer (McKinsey)
  • Ottawa reveals plan to welcome 500,000 new immigrants per year by 2025 (CBC)
  • Can J. Crew be cool again (NYT)

Wednesday, 2 November 2022

 Stephan's Wednesday Picks

  • Cumulative vs cyclical knowledge (Collaborative Fund)
  • The home-improvement boom isn't over yet (WSJ)
  • The push to scale plant-based plastics (Wired)
  • Food prices soar, and so do companies profits (NYT)
  • J&J agrees to buy medical device maker Abiomed for $16.6 billion (WSJ)

Tuesday, 1 November 2022

 Stephan's Tuesday Picks

  • Roger Martin: Another year of strategy (Medium)
  • Of course instant groceries don't work (The Atlantic)
  • Target will sell products from Marks & Spencer this holiday season (Food & Wine)
  • The takeover law that has Bay Street rattled (Globe and Mail)
  • What Moneyball for everything has done to American culture (The Atlantic)