#capital allocation
10 stories

Math skills matter more in the age of AI
Business leaders must master practical math to make sound decisions, even as AI excels at academic problems. Human reasoning remains essential.
Harvard Business Review · 3m

CFOs demand AI projects prove their worth
Finance leaders at Chevron, ServiceNow and Nasdaq say artificial intelligence initiatives must compete for capital like any other investment and deliver measurable business value.
Fortune · 1m

GoDaddy Shares Jump 5.0% Post Q2 Earnings
GoDaddy stock rises 5.0% after Q2 earnings analysis sparks investor debate.
Alphastreet - Earnings Decoded. Market Intelligence Delivered · 1m
Resouro Appoints Daniel Kuhl as Independent Director
Resouro adds Daniel Kuhl, a mining expert with 25 years in capital allocation, to its board effective October 7, 2026.
Financialpost · 1m
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Emira's unconventional bets drive 25% returns
South Africa's Emira Property Fund mixes standard office and retail with Polish logistics, US malls and 1,737 residential units to outperform peers.
Daily Maverick · 2m

Buffett steps down as Berkshire chair
Warren Buffett ends 60-year chair role, passing culture stewardship to son
Fortune · 1m

MSA Safety's subscription shift drives margin expansion
Connected safety platform adoption and a major fire detection acquisition reshape MSA's business model toward recurring revenue.
Alphastreet - Earnings Decoded. Market Intelligence Delivered · 2m

Direct deals set to overtake traditional PE funds
Investors are shifting billions away from blind fund commitments toward deals they can see and model themselves.
Yahoo Finance · 1m

Nutrien stock drops 15% despite strong cash flow
The fertilizer giant missed earnings expectations but its core business remains solid, suggesting a buying opportunity.
Alphastreet - Earnings Decoded. Market Intelligence Delivered · 2m

Ventas powers ahead with senior housing bet
The real estate trust beat earnings and tripled its acquisition spending, betting big on aging demographics.
Alphastreet - Earnings Decoded. Market Intelligence Delivered · 1m