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.

Displaying items 101-120 of 797 in total

Maestra’s Hybrid Model: Is Human Expertise the New Martech Moat?

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Maestra’s Hybrid Model: Is Human Expertise the New Martech Moat?

The Sticky Blueprint: How a Label Deal Reveals Modern Value Creation

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The Sticky Blueprint: How a Label Deal Reveals Modern Value Creation

NextDecade’s Masterclass in LNG Execution and Finance

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NextDecade’s Masterclass in LNG Execution and Finance

Lincoln's Quiet Strength: A $5.8B Deal to Fortify Its Future

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Lincoln's Quiet Strength: A $5.8B Deal to Fortify Its Future

Fluidra's Blueprint: Growth and Guts in a Turbulent Pool Market

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BriefGlance

Chipotle’s Growth Recipe: Margin Pressure Is the Price of Permanence

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Chipotle’s Growth Recipe: Margin Pressure Is the Price of Permanence

Sparklight's Rural Gambit: 6-Gig Speeds Without the Commitment

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Sparklight's Rural Gambit: 6-Gig Speeds Without the Commitment

Sandfire's Montana Gamble: Copper Riches Meet Environmental Reality

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Sandfire's Montana Gamble: Copper Riches Meet Environmental Reality

DRG Consulting Rebrands: Beyond the Hire to Holistic Sector Strategy

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DRG Consulting Rebrands: Beyond the Hire to Holistic Sector Strategy

Envista's Investor Day: A High-Stakes Test of Strategic Resilience

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Envista's Investor Day: A High-Stakes Test of Strategic Resilience

Clarion’s Senior Housing Play: A Bet on Demographics Over Volatility

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Clarion’s Senior Housing Play: A Bet on Demographics Over Volatility

EigenQ Fortifies Leadership for Quantum Era and Public Debut

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EigenQ Fortifies Leadership for Quantum Era and Public Debut

Vitalist's High-Stakes Gamble on Med-Tech Amid Deepening Losses

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Vitalist's High-Stakes Gamble on Med-Tech Amid Deepening Losses

Lundin Gold Unlocks Deeper Value with Record Drill Hits at Fruta del Norte

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Lundin Gold Unlocks Deeper Value with Record Drill Hits at Fruta del Norte

The Trust Dividend: How PSE&G Forges Permanence in a Volatile Sector

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The Trust Dividend: How PSE&G Forges Permanence in a Volatile Sector

ITH Signals 'Develop-Now' Era for Alaska's Livengood with New Leadership

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BriefGlance

India's Premium Spirits Play: Why Angostura's Official Entry Matters

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India's Premium Spirits Play: Why Angostura's Official Entry Matters

Beyond the Award: hear.com’s Blueprint for Resilient Healthcare

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Beyond the Award: hear.com’s Blueprint for Resilient Healthcare

The Great Unlocking: An Open Network Alliance Rises to Power AMD's AI Push

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The Great Unlocking: An Open Network Alliance Rises to Power AMD's AI Push

Beyond the Click: Auto Dealers Face the AI and Transparency Gauntlet

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Beyond the Click: Auto Dealers Face the AI and Transparency Gauntlet
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