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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The Mechanics of Winning: Inside China's Vocational Education Boom

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The Big Screen Pivot: Why LG and Miniclip Are Betting the Living Room on Casual Gaming

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The Big Screen Pivot: Why LG and Miniclip Are Betting the Living Room on Casual Gaming

The Strategic Carve-Out: Why American Bancorp Flipped New Republic in 11 Months

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The Strategic Carve-Out: Why American Bancorp Flipped New Republic in 11 Months

Bypassing the Blockade: RenovoRx Advances Pancreatic Cancer Treatment

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Bypassing the Blockade: RenovoRx Advances Pancreatic Cancer Treatment

European Mandates Drive Uniper to Secure Syzygy's Latin American SAF

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European Mandates Drive Uniper to Secure Syzygy's Latin American SAF

The Battle for Ward 11: Terri Hawkes Seeks Council Seat Amidst Crowded Field

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The Battle for Ward 11: Terri Hawkes Seeks Council Seat Amidst Crowded Field

Shifting Left on Fraud: The Upstream Battle Against Account Takeovers

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Shifting Left on Fraud: The Upstream Battle Against Account Takeovers

Grounding the Ghost: Curing AI Hallucinations in Market Research

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Grounding the Ghost: Curing AI Hallucinations in Market Research

The Mechanics of Justice: Joe Richardson's Blueprint for Equity

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The Mechanics of Justice: Joe Richardson's Blueprint for Equity

FastWave's Laser IVL System Threatens the Cardiovascular Status Quo

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The $2.34B Anchor: Why Grocery Real Estate Defies Market Gravity

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The $2.34B Anchor: Why Grocery Real Estate Defies Market Gravity

GGWP's iGaming Pivot: The Mechanics of Resilience in Social Betting

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GGWP's iGaming Pivot: The Mechanics of Resilience in Social Betting

Betting the House on the Lot: Forest River's High-Stakes RV Financing

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Betting the House on the Lot: Forest River's High-Stakes RV Financing

Navigating Headwinds: How a Luxury Fleet Heals Combat Veterans

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Navigating Headwinds: How a Luxury Fleet Heals Combat Veterans

The Mechanics of a Winner: Inside ADARx's $535M Biotech Mega-IPO

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The Leadership Lifeline: Fortifying California's Media Frontlines

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Cosentino’s Zero-Silica Pivot Redefines High Point Market 2026

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Cosentino’s Zero-Silica Pivot Redefines High Point Market 2026

Breaking the Split-Incentive: Franklin Energy's Oregon Multifamily Play

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Breaking the Split-Incentive: Franklin Energy's Oregon Multifamily Play

From Watchdog to Ally: Merlino Takes the Helm at The Joint Commission

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From Watchdog to Ally: Merlino Takes the Helm at The Joint Commission

The Monday Morning Mandate: How AI is Forcing Agile Credentials to Grow Up

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