EVENTS:   The Roaring 2020s or a Rerun of the 1970s? - Edward Yardeni/Yardeni Research - 24 Mar 26   Best Equity Short Ideas Conference Call 13 - Thomas Chanos/Badger Consultants & Dr. Aaron Fletcher/Bios Research & Jonathan Telgener/Channel Dynamics & Ed Steele/Iron Blue Financials & John Zolidis/Quo Vadis Capital & Mark Hiley/The Analyst - 26 Mar 26     ROADSHOWS: Chinese Equity Ideas & Channel Checks Across 50 sub-sectors - Don Ma /Horizon Insights   •   London   23 - 27 Mar 26       Long Short European Equity Research - Harry Grist /The Analyst   •   New York   26 Mar 26       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   27 - 27 Mar 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 March, 2024