Sam Lidman: Daily

A masterclass in identifying the trends and companies that stand the test of time.

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Sam Lidman

About This Column

Sam Lidman is a commentator and strategist who explores the intersection of performance and permanence. Transitioning from his deep dive into defensive investing, Sam now delivers daily dispatches on the broad forces driving consistent value creation in the 21st century. With a reputation for looking beneath surface-level volatility, he offers a unique lens on how businesses and industries navigate headwinds with strength. His writing is essential reading for anyone seeking to understand the mechanics of resilience and the identifying marks of a winner in an unpredictable global landscape.

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Bold Laser's 25th Patent: The Quiet Work of Building an Industrial Moat

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Bold Laser's 25th Patent: The Quiet Work of Building an Industrial Moat

The New Golden Age: Why World Cruises Are the Ultimate Luxury Asset

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The New Golden Age: Why World Cruises Are the Ultimate Luxury Asset

The Four-Fold Cost: SAP Cloud Migration's Hidden Licensing Trap

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The Four-Fold Cost: SAP Cloud Migration's Hidden Licensing Trap

The New Value Equation: How Fullglass and OpenStax Are Upgrading OER

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The New Value Equation: How Fullglass and OpenStax Are Upgrading OER

Royal Canadian Mint: Forging Profit from Volatility and Versatility

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Royal Canadian Mint: Forging Profit from Volatility and Versatility

Evaxion's AI Promise: Q2 Report to Test TechBio Resilience

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Evaxion's AI Promise: Q2 Report to Test TechBio Resilience

22nd Century's Calculated Burn: Trading Revenue for a Low-Nicotine Kingdom

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22nd Century's Calculated Burn: Trading Revenue for a Low-Nicotine Kingdom

The Battle for Your Digital Wallet: Venmo's New Play for Permanence

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The Battle for Your Digital Wallet: Venmo's New Play for Permanence

Beasley's $84M Profit: A Financial Reset Masks Radio's Real Fight

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Beasley's $84M Profit: A Financial Reset Masks Radio's Real Fight

Beyond the Awards: Decoding the New Blueprint for HR Resilience

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Beyond the Awards: Decoding the New Blueprint for HR Resilience

Beyond Bake Sales: TreeRaise's Eco-Friendly Fundraising Takes Root

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Beyond Bake Sales: TreeRaise's Eco-Friendly Fundraising Takes Root

The Quiet Architects of Resilience: Freeit Data and the Inc. 5000 Signal

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The Quiet Architects of Resilience: Freeit Data and the Inc. 5000 Signal

Cologix's ESG Report: A Blueprint for Resilient Digital Infrastructure

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Cologix's ESG Report: A Blueprint for Resilient Digital Infrastructure

FutureFuel's Phoenix Act: A Turnaround Forged in Chemicals & Biofuels

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FutureFuel's Phoenix Act: A Turnaround Forged in Chemicals & Biofuels

Rapid7's Strategic Contraction: A Bet on Focus and Resilience

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Rapid7's Strategic Contraction: A Bet on Focus and Resilience

Mountaingate's Relevate Exit: A Blueprint for Value in a Digital Age

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Mountaingate's Relevate Exit: A Blueprint for Value in a Digital Age

Barrick’s New Guard: A Strategic Play for Trust in a Turbulent World

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Barrick’s New Guard: A Strategic Play for Trust in a Turbulent World

BitFuFu's Bitcoin Bet: Selling Off Holdings for a High-Stakes Hashrate Push

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BitFuFu's Bitcoin Bet: Selling Off Holdings for a High-Stakes Hashrate Push

Slate Grocery REIT: Strong Operations Meet a Perplexing Profit Dip

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Slate Grocery REIT: Strong Operations Meet a Perplexing Profit Dip

Compass High Taps National Advocate to Lead Neurodiversity Mission

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Compass High Taps National Advocate to Lead Neurodiversity Mission
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