EVENTS:   Semiconductors: Bubble Burst or Bear Market Trap? - David Scott/CHA-AM Advisors - 17 Sep 26     ROADSHOWS: US, European and Asian Equity Short Ideas - Robert Prather /Vision Research   •     15 Sep - 08 Oct 26      
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Kevin Kwilinski is not a long-term focused CEO and is likely to falter because of his deeply-flawed people skills - his biggest weakness, interpersonal communication, will be a major impediment to his ability to get things done. 1) Even the best laid plans struggle to come to fruition when the team is not committed. 2) He has stated an intention to expand globally but he may not be conscious of cultural nuances when forging partnerships. 3) His abrasive decision-making has jeopardised client relationships in the past. 4) His tendency to blame others and push the boundaries of acceptable business practice leads to attrition and lack of trust, even from investors.

Edition 182 - 22 Mar 24