Morrey Ewing

Every leader we have spoken with lately has described their role as being in tremendous flux, possibly 'for good'! In this article, we capture some of those experiences. How do they compare to yours? #futurereadiness #leadership #leadershipdevelopment #futureofwork #guidedfutures

@lifesafeast I'm prejudiced. I just love the history of the recipes, to learn how they have evolved over the years, where in France and when they first emerged, what was the source of the inspiration.

Serious question that I need everyone to answer: Would you be more likely to buy a straight cookbook of my French recipes or a book that includes each recipe's history (like I do) as well as the recipe? Thank you!

@DaliaHasanMD @CFPC_e A most distinguished body of contributors to our health care system. My former GP, Dr. David White, was national president a few years ago, just before he retired. He excelled at patient education, among many other related virtues. Thank you for your service.

I’m honored to serve as a resident representative for the College of Family Physicians of Canada. Excited to kick off Day 1 of our annual meeting 🤗🩵 @CFPC_e

@JohnVaillant @BGPrize @PulitzerPrizes @nationalbook @writerstrust @nytimesbooks @KnopfCA @SceptreBooks @VintageAnchor Congratulations! Would love to chat some time about how you are progressing in mobilzing leaders in the various 'estates' (governments, institutions, corporations...) to prepare, prevent, mitigate and most of all, learn from this existential threat and other mass disruptions.

It's been quite a year! And #readers made it happen . . . 🙏 @BGPrize @PulitzerPrizes @nationalbook @writerstrust @nytimesbooks @KnopfCA @SceptreBooks @VintageAnchor

@CDInewsletter OR their results reveal they are not undervalued? Some are poorly managed, so we expect them to perform less well in future. (Think green bank) Some are in capital-intensive sectors with mediocre results and worse future prospects (think telecom). We look ahead and think: meh!

Canadian stocks that are trading at (or very close to) 10 year low valuations, a thread:

@RealKiefer Canada is proud of you both!

My family and I have been overwhelmed by the outpouring of condolences and support over the last 24 hours. Thank you very much.

@slater_paul I once did that, and better! Drove the ball straight at a sapling not much wider than the ball. It bent back and shot the ball way behind the tee box. Inverness Scotland

@StockSavvyShay $ONTO Innovation?

How does the semiconductor ecosystem support the AI revolution? 🧐 • Building AI Brains | $NVDA, $AMD, $INTC • Optimizing Data Centers for AI | $DELL, $SMCI • Making the Chips | $ASML, $TSM, $LRCX, $AMAT • Customizing AI Chips | $ADI, $QCOM, $ARM • Ensuring Chip Quality | $KLAC • Advanced Memory Solutions | $MU, $WDC, $STX • Provide Design Tools | $SNPS, $CDNS • Powering AI Connections | $AVGO, $MRVL, $TXN

@Quality_stocksA Coca-Cola Consolidated Inc., together with its subsidiaries, manufactures, markets and distributes nonalcoholic beverages; is based in Charlotte, North Carolina.

@MorreyEwing A lot of interesting companies linked to Coca-Cola. I didn't know this one Thanks for sharing

⚖️ Sometimes, in duopolies, the two companies are of equivalent quality and it is quite difficult to choose the best one Here are 4⃣ examples. Any others to add? 🥤 Coca-Cola $KO / Pepsico $PEP 💻 Cadence $CDNS / Synopsys $SNPS 💳 Visa $V / Mastercard $MA 💰 S&P Global $SPGI / Moody's $MCO

@StockSavvyShay Do you have a view on $ASMIY? Like ASML, another spin-off from Phillips in Holland. If you bought ASML 5 years ago, you would have made over 435%. If you had bought ASMIY, your 5-year gain would have been 986%. Performance over the last 1/3 years also greatly favours ASMIY.

Although $NVDA often dominates the headlines in the semiconductor space during this AI boom -- many other companies also hold monopolistic positions in the new digital economy. Here's a cheat sheet for the top 10 companies with monopolies 👇 1. $ASML | ASML Holding • They hold a monopoly in lithography machines, which are essential for enabling the mass production of ultra-small, efficient chips crucial for AI applications. Their technology is foundational in pushing the boundaries of miniaturization and performance in semiconductor manufacturing. 2. $TSM | Taiwan Semiconductor Manufacturing • They remain the world’s largest dedicated independent semiconductor foundry, with unmatched capabilities in manufacturing advanced chips that are crucial for AI technologies. They are the only manufacturer with sufficiently advanced technology to produce the most sophisticated AI chips. 3. $KLAC | KLA Corporation • They specialize in process control and yield management solutions. Their equipment and services are essential for the semiconductor manufacturing industry, ensuring the production of high-quality chip performance at micro and nano-levels, which is critical for the reliable operation of AI systems. 4. $AMAT | Applied Materials • They excel in materials engineering solutions used to produce virtually every new chip and advanced display in the world. Their innovations in metal deposition and etch systems are essential for creating smaller, faster, and more reliable electronic devices needed in AI applications. 5. $LRCX | Lam Research • They are pivotal in the semiconductor fabrication process, providing advanced wafer fabrication equipment and services. Their technology is crucial for the production of highly sophisticated semiconductor devices, making them indispensable for manufacturers aiming to meet the increasing demands for more powerful and efficient AI chips. 6. $MU | Micron • They are leaders in providing memory and storage solutions crucial for AI data processing. Their competitive advantage comes from their cutting-edge DRAM and NAND technologies, which significantly enhance the speed and capacity of AI systems. 7. $AVGO | Broadcom • Their range of semiconductor devices supports robust data center networking and broadband capabilities, crucial for AI ecosystems. Their broad product line and innovation in 5G technology position them as a key infrastructure provider in the rapidly expanding AI market. 8. $WDC | Western Digital • They offer high-capacity, efficient storage technologies that are crucial for handling the vast data volumes generated by AI applications. Their leadership in storage technology provides a competitive edge in data centers and computing architectures. 9. $MRVL | Marvell Technology • Their technology excels in creating solutions that enhance data center performance and capacity, critical for AI data handling. Their specialized chipsets for cloud and enterprise applications position them as leaders in the data infrastructure market. 10. $TXN | Texas Instruments • They specialize in analog ICs and embedded processors, used extensively in automated applications and smart devices, pivotal for modern industrial applications.

@lifesafeast Don’t forget the other scenario where both are Scandinavian architects but who went to different schools, so they each want to re-stack the other’s interpretation of high design!

Correct!! 💥

@lifesafeast Steinbeck’s The Prunes of Petulance

Soften a classic book title: Moderate Expectations

@lifesafeast Dumas: The valet of Monte Cristo Dostoevsky: Misdemeanour and a good talking to Kipling: The So-So stories

@IAmPoliticsGirl Apparently not!

So we can’t block people anymore on this hostile site? Is that correct?

@ValaAfshar Long before Jack Welch, John Buchan wrote these immortal words: "The task of leadership is not to put greatness into humanity, but to elicit it, for the greatness is already there."

MMM KO

@Quality_stocksA Helpful. What I do, to reach my own conclusions, is apply my weightings to your criteria. I greatly prefer if a firm focusses its use of cash on investments that fuel more growth, avoiding significant dividend yields (that may imply they are running out of profit opportunities.)

@MorreyEwing That is a good question. There are metrics about dividend and buyback/dilution So the metrics is how the company uses its excess cash These metrics are made to fit my investment strategy so of course some results are debatable

🥊 Stock duel: 🇺🇸 Nike $NKE vs 🇨🇦 Lululemon $LULU Both are consolidating and the stock profiles are very different Which one do you prefer? 📈 Growth, winner Lululemon 💎 Quality, winner Lululemon 💰 Valuation, winner Lululemon 🎁 Shareholder, winner Nike 🏆 Overall, winner Lululemon

@Quality_stocksA So, as a shareholder, growth performance is my dominant "objective function" and all other criteria are more my "constraint functions". What factors does your "shareholder" score give priority to, i.e., as distinct from growth performance?

@MorreyEwing Yeah strong one I did a comparison by the way just here 👇 The criteria are ratios only. Then the score is a pure mathematical calculation to avoid too much biais

@ValaAfshar Who is this guy?

The longer you hold on to things, the heavier they become. Learn to let go.