Author Archives: Colby Howard

WCN: CEO Mittelstaedt’s M&A and Pricing Discipline to Drive Margin and Integration

Ron Mittelstaedt’s M&A expertise and disciplined pricing make him a strong fit to lead WCN’s margin expansion and integration strategy at Waste Connections. Continue reading

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TDC: CEO McMillan’s Cost Management May Not Offset Competitive Losses for ARR Growth

Steve McMillan’s cost focus at Teradata Corp. (TDC) may limit ARR growth, as his leadership style appears less aligned with the company’s urgent cloud needs. Continue reading

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PINS: CEO Ready’s Monetization Weakness May Hinder Ad Strategy and Revenue Growth

William Ready’s user growth expertise may not fully align with Pinterest, Inc. (PINS) urgent monetization needs, raising questions about strategic fit and impact. Continue reading

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XRAY: CEO Scavilla’s Financial Skill May Not Overcome Commercial & Strategic Gaps

Dan Scavilla’s financial skills at Dentsply Sirona (XRAY) may not fully align with the company’s needs in sales and innovation, raising key fit questions. Continue reading

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RS1-GB: CEO Pryce’s Restructuring Skills Challenged by Brand & Execution Growth Gaps

Simon Pryce’s restructuring strengths at RS Group Plc (RS1-GB) may not fully address growth and brand-building needs, raising questions about long-term fit. Continue reading

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LPX: CEO Southern’s Playbook for Growth and Crises Positions Him to Navigate Cycles

Brad Southern’s strategic execution and crisis management at LPX likely position him well to lead Louisiana-Pacific Corp. through cyclical industry shifts. Continue reading

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VVX: CEO Wensinger’s Fixed-Price & FMS Risk May Challenge Margin & Growth Delivery

Jeremy Wensinger’s strengths in winning contracts at V2X, Inc. (VVX) may be offset by challenges in managing fixed-price risk and expanding into FMS growth. Continue reading

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NN: CEO Sorond’s Spectrum Skills May Be Misaligned With Urgent Cash and GTM Needs

Mariam Sorond’s technical expertise may be less aligned with NextNav (NN)’s urgent cash and go-to-market needs, raising questions about commercial fit. Continue reading

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NVTS: CEO Allexandre’s Execution Failures & Tech Gaps May Undermine the Crucial AI Pivot

Chris Allexandre’s track record at Navitas Semiconductor (NVTS) suggests his execution gaps and limited engineering depth may challenge the company’s critical AI pivot. Continue reading

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HUT-CA: CEO Genoot’s AI Deal Skill May Not Overcome Core Ops and Funding Challenges

Asher Genoot’s deal-making at Hut 8 Corp. (HUT-CA) may drive strategic growth, but operational and funding challenges raise questions about long-term fit. Continue reading

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