Sam Lidman: Daily
A masterclass in identifying the trends and companies that stand the test of time.
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.
Recent Articles
France's Bedrock Economy: Stone's Resilient Return to Prominence
Atour’s Dual-Engine Model Delivers Resilient Growth in China
CoStar's Gambit: Reshaping Real Estate with Homes.com
Beyond the Buyout: BB&BY's Blueprint for a Resilient Retail Empire
Simon's Gambit: Betting on Experiences and Loyalty to Redefine Retail
South Korea's Blueprint for Resilient Construction
Beyond the Crisis: China’s Specialty Materials Boom
UK Construction: Building Resilience on a Foundation of Data
Lawndale's PACE Bet: A Resilient Tool with a Risky Past
Workwear's $25 Billion Upgrade: Tech, ESG, and Resilient Growth
One Bangkok's Festive Play: A Strategic Bet on Urban Resilience
EZVIZ's Holiday Gambit: Aggressive Pricing as a Play for Market Share
Northview REIT's Asset Sales Signal Strategic Shift, Tax Implications for Investors
Pension Resilience: CIBC Mellon & TTC Plan Embrace Tech for Long-Term Security
National Bank Place Sets New Standard for Sustainable Finance in Montreal
Choice Properties Signals Confidence with Substantial Share Buyback Plan
Hamiltonians Invest in Affordable Housing with New Community Bond Initiative