Stop sitting in the same chair, thinking the same thoughts, wondering why nothing changes. Start building a business that grows because you move, not despite it. https://t.co/3snm5zX4aR ...

Core Insights - Nestle is reducing its workforce by 16,000 over the next two years to achieve significant cost savings under new CEO Philipp Navratil [1] - The company aims for cost savings of 3 billion Swiss francs by the end of 2027, exceeding previous targets [1] - Navratil emphasizes a rigorous approach to resource allocation, focusing on high-potential opportunities and businesses [2] Leadership Changes - Navratil, who took over after the ousting of former CEO Laurent Freixe due to an inappropriate relationship, is focused on accelerating growth [3][6] - The company is fostering a performance-driven culture that rewards winning and aims to secure its leadership position in the industry [5] Financial Performance - Nestle experienced a sluggish first half of fiscal 2025 with only 2.9% organic growth, primarily driven by price increases rather than volume [11] - By the third quarter, the company improved its performance, achieving 4.3% organic sales growth [12]

Core Viewpoint - Unity Software (NYSE: U) is at an inflection point in growth, with a buy rating suggested due to its two core segments, CS and GS, and the launch of Vector [1] Company Analysis - The investment approach focuses on understanding the core economics of a business, including competitive moat, unit economics, reinvestment runway, and management quality [1] - The emphasis is on long-term free cash flow generation and shareholder value creation [1] Investment Strategy - The analysis is driven by fundamental research, particularly in sectors with strong secular tailwinds [1] - The goal is to identify businesses with the potential to scale over time and unlock significant terminal value [1] Professional Background - The analyst has 10 years of experience in investment banking and is currently managing personal funds, seeded from friends and family [1] - The motivation for sharing insights is to provide value to readers and gather feedback from fellow investors [1]

Stop sitting in the same chair, thinking the same thoughts, wondering why nothing changes. Start building a business that grows because you move, not despite it. https://t.co/3snm5zX4aR https://t.co/TgwXLQPcPS ...

Stop sitting in the same chair, thinking the same thoughts, wondering why nothing changes. Start building a business that grows because you move, not despite it. https://t.co/3snm5zX4aR ...

Core Message - The speech emphasizes the importance of breaking free from silence to achieve personal and business freedom [2] - It introduces the "Elite Freedom Framework" as a system for business growth and personal transformation [8] - The framework involves engaging with a big dream, linking with necessary resources, influencing connections, transforming, exiting, and evolving [13] Business Growth & Leadership - The speaker co-founded a company that grew to 175 employees in 18 months, highlighting rapid growth potential [3] - The speech suggests that a business should be able to operate independently of its owner to achieve significant growth [7][8] - Implementing the Elite Freedom Framework led to a 383% business growth for one client within 14 months [9] Personal Development & Transformation - The speaker's personal story of overcoming adversity in the foster care system serves as a foundation for the message of self-determination [1][2][5] - The speech encourages the audience to visualize their vision of freedom and connect with the resources needed to achieve it [10][11] - Breaking silence and finding courage are presented as key steps in transforming oneself, family, business, and community [14]

Core Insights - Morgan Stanley has raised its target price for JOYY to US$62 from US$40, indicating improving fundamentals in JOYY's core business, accelerating advertising growth, and attractive shareholder returns [1] Business Performance - JOYY's live-streaming business may have bottomed out since 2Q25, with a reported 1% quarter-over-quarter growth and positive management comments on revenue growth, expecting further improvement in 2H25 and more growth in 2026-2027 [2] - The advertising business is projected to be the main growth driver in 2026-2027, with strong revenue momentum in the first half of 2025, following over 175% year-over-year growth in 2024. Forecasts include 26% year-over-year growth in 2H25 and 20% in 2026 [3] Shareholder Returns - JOYY has announced a three-year quarterly dividend policy totaling approximately US$600 million, along with a share repurchase program of up to US$300 million during 2025-2027. In 1H25, JOYY allocated US$135 million to dividends and share buybacks, with Morgan Stanley assuming US$300 million in annual investor returns [4]

Stop sitting in the same chair, thinking the same thoughts, wondering why nothing changes. Start building a business that grows because you move, not despite it. https://t.co/3snm5zX4aR ...

Core Insights - Nomad Foods has appointed Dominic Brisby as the new CEO, effective January, succeeding Stéfan Descheemaeker who is retiring after 11 years [1][2][4] - Brisby has a strong background in the food industry, having served as president of Flora Foods Group's European and North American operations and previously worked at Imperial Brands for over 12 years [3] - The company has shown consistent annual growth in sales and earnings since its formation in 2015, with 2024 revenue reported at €3.1 billion, a 1.8% increase from the previous year [5][6] Financial Performance - In 2024, Nomad Foods reported an operating profit of €387 million, reflecting a 13.7% increase compared to 2023, and a net profit of €227.1 million, up 17.8% [5] - Despite the growth, the company has revised its forecasts for key sales and earnings metrics downward twice this year [6][7] - Nomad Foods is targeting a compound annual adjusted EBITDA growth of 1-3% for the period from 2026 to 2028, a significant reduction from the previous target of 5-7% [7] Strategic Initiatives - The company plans to implement "accelerated efficiency savings" amounting to €200 million ($235 million) from 2026 to 2028, focusing on procurement, logistics, and overheads [6][7] - No new medium-term targets for revenue and earnings per share (EPS) have been announced, following previous targets of 3-4% for revenue and 7-9% for adjusted EPS [7] Leadership Transition - Stéfan Descheemaeker expressed pride in the company's achievements during his tenure, highlighting Nomad Foods' position as a leading player in the European frozen-food market [8] - Noam Gottesman, co-chairman and founder of Nomad Foods, emphasized the growth potential of the company and the value-creation track record of the incoming CEO, Dominic Brisby [4][5]

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