"There's a bigger market, less competition," H. Cabot Lodge III, founder and senior managing director of Lodge Quai Capital Management, told Barron's editor at large Andy Serwer.
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Underwriting discipline has propelled the property and casualty insurer to No. 1 in industry profitability under Greenberg’s leadership.
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Fraser’s is the 13th turnaround effort at the giant bank. It may be the first to succeed.
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Coach is bagging hefty profits under retail veteran Crevoiserat as younger customers rediscover its craftsmanship.
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The so-called Dolan discount evaporated as shares of Madison Square Garden Sports, Madison Square Garden Entertainment, and Sphere Entertainment took wing.
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Under Bastian, employees get a generous cut of pretax profits. The move pays for itself in enhanced customer satisfaction.
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Apple’s CEO is stepping down in September, and after 15 years of extraordinary leadership.
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H. Lawrence Culp Jr. has run GE Aerospace since splitting up General Electric. His influence extends throughout the industry.
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Michael Dell’s acquisition of EMC in 2016 laid the groundwork for Dell Technologies’ leadership in AI servers.
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The off-price retailer has scored in the U.S., and boasts record earnings and rising same-store sales. Management is betting that the rest of the world loves bargains, too.
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Nvidia’s co-founder and CEO has ensured that the company dominates in AI chips.
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Jassy leaned into Amazon Web Services, the company’s cloud-computing business. That proved clutch.
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Under co-founder and CEO George Kurtz, CrowdStrike moved past the crisis and strengthened its credibility as a cybersecurity provider.
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The government became James Litinsky’s partner in MP last year, in a deal that sent the stock soaring.
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Under Mehrotra, Micron has focused laser-like on enterprise-grade memory for data centers.
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The stock is down this year, but sales and earnings are up by double digits under the longtime CEO.
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Pichai oversaw a smooth transition from search dominance to AI mastery—and a doubling in the share price in the past year.
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Darren Rebelez wants to win in fuel, convenience, and food at Casey’s General Stores.
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Ricks has led a $50 billion manufacturing Marshall Plan in pharma to safeguard Lilly’s lead in obesity and diabetes treatments.
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Solomon pulled the plug on consumer banking, and refocused the firm on its core strengths, a move that has paid off for investors.
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Under Su, Advanced Micro Devices’ data-center sales are set to surpass rival Intel’s this year.
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Tan’s tech juggernaut has been a gold mine for investors; the stock has returned 34,000% during his tenure.
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Corning is an Innovator in glass. Weeks has retooled it for the AI era.
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Woods’ efficiency drive has won over investors.
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GameStop’s bid to buy eBay was loudly rejected by the company’s board. Ryan Cohen remains committed to the deal and says it will ultimately be up to shareholders.
Long Read