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10 Best Performing Share Cannibals; A Software Giant Gets an Activist; Are We In Dotcom Bubble 2.0?

Chit Chat Stocks

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Management Shake-Up and Financial Strategies

The chapter delves into a company's recent executive changes, questioning the motives behind reshuffling roles and expressing doubts about the management team's effectiveness. It explores strategic shifts in billing practices possibly designed to mask a decline in performance and debates the logic of appointing a CFO to a chief strategy officer role. The episode also covers the concept of share cannibals, companies engaging in significant stock buybacks, and highlights the impressive performance of top share cannibals over the past decade.

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