• Ep 1 — The Empty Chair At Bombay House
    2026/09/18

    The chairman of India's most consequential business house resigned this morning, six days before the annual general meeting, after six months of deadlock over his own reappointment — and the real story is not the man


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    16 分
  • Ep 3 — The Skip Button
    2026/09/16

    Spotify is testing a button that lets listeners skip podcast advertisements — but only the ones Spotify did not sell — and that single design decision quietly reprices every independent show on the


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    16 分
  • Ep 1 — The Comeback Hire
    2026/09/11

    Cracker Barrel hands the keys to a sixty-nine-year-old retired chief executive today — and the boards of America are quietly doing the same thing everywhere, which tells you something uncomfortable about the


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    16 分
  • Ep 2 — Two Economies One Country
    2026/09/09

    America shed twenty-three thousand jobs in July when forecasters expected to add eighty-three thousand — and the stock market rose, because corporate profits are having the best quarter since 2021, and


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    16 分
  • Ep 5 — The Activist Rings The Doorbell
    2026/09/04

    Starboard Value took a stake worth hundreds of millions in Shake Shack and the shares jumped about nine per cent before a single demand was made — and the fact that it arrived after a good quarter, not a bad one,


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    16 分
  • Ep 4 — A Billion For A Production Line
    2026/09/02

    Sequoia led a one billion dollar round into a nuclear reactor startup at a six billion dollar valuation, and attached a two hundred million dollar credit facility — and the debt is the more interesting half of


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    16 分
  • Ep 5 — Sell The Company
    2026/08/28

    Activists have almost stopped fighting proxy battles and started demanding something far more final — that boards sell the whole business — and the votes that used to settle these fights are being replaced by


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    17 分
  • Ep 2 — The Average Company Had A Good July
    2026/08/26

    The S&P 500 fell in July for the first time since 2014 — while most of the companies inside it went up, which means the number everyone quoted last week described almost nobody's business.


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    16 分