Karim Mawji
@karimmawjinyc.bsky.social
I evaluate CEOs the way others evaluate companies | Investing where Leadership + Fundamentals Create Shareholder Value & Drive Alpha | Founder & CEO, Eagle Talon Partners | Founder, Paragon Intel
Meta’s leadership move isn’t cosmetic.
Adding Dina Powell McCormick signals preparation for heavier capital decisions and rising complexity.
This looks like execution insurance before the work gets harder.
What risk do you think they’re getting ahead of?
Adding Dina Powell McCormick signals preparation for heavier capital decisions and rising complexity.
This looks like execution insurance before the work gets harder.
What risk do you think they’re getting ahead of?
January 24, 2026 at 5:23 PM
Meta’s leadership move isn’t cosmetic.
Adding Dina Powell McCormick signals preparation for heavier capital decisions and rising complexity.
This looks like execution insurance before the work gets harder.
What risk do you think they’re getting ahead of?
Adding Dina Powell McCormick signals preparation for heavier capital decisions and rising complexity.
This looks like execution insurance before the work gets harder.
What risk do you think they’re getting ahead of?
Slow decisions break companies before bad strategy does.
As firms scale, central control becomes a bottleneck.
The best leaders push decision power outward with clear guardrails and trust.
Where have you seen distributed decisions speed things up?
As firms scale, central control becomes a bottleneck.
The best leaders push decision power outward with clear guardrails and trust.
Where have you seen distributed decisions speed things up?
January 23, 2026 at 5:35 PM
Slow decisions break companies before bad strategy does.
As firms scale, central control becomes a bottleneck.
The best leaders push decision power outward with clear guardrails and trust.
Where have you seen distributed decisions speed things up?
As firms scale, central control becomes a bottleneck.
The best leaders push decision power outward with clear guardrails and trust.
Where have you seen distributed decisions speed things up?
AI reshaped leadership as much as technology in 2025.
The shift isn’t are you using AI, but whether leaders can scale it responsibly without losing control of the operating model.
The teams pulling ahead clarified decision rights and treated AI as an execution test — not theater.
The shift isn’t are you using AI, but whether leaders can scale it responsibly without losing control of the operating model.
The teams pulling ahead clarified decision rights and treated AI as an execution test — not theater.
January 22, 2026 at 6:12 PM
AI reshaped leadership as much as technology in 2025.
The shift isn’t are you using AI, but whether leaders can scale it responsibly without losing control of the operating model.
The teams pulling ahead clarified decision rights and treated AI as an execution test — not theater.
The shift isn’t are you using AI, but whether leaders can scale it responsibly without losing control of the operating model.
The teams pulling ahead clarified decision rights and treated AI as an execution test — not theater.
Leadership shifts before the numbers do.
CEOs operate in seasons, and most stumble not from lost skill but from missed timing.
The best leaders sense the change early and adapt before markets force it.
For investors, fit in the moment matters more than reputation.
CEOs operate in seasons, and most stumble not from lost skill but from missed timing.
The best leaders sense the change early and adapt before markets force it.
For investors, fit in the moment matters more than reputation.
January 21, 2026 at 7:02 PM
Leadership shifts before the numbers do.
CEOs operate in seasons, and most stumble not from lost skill but from missed timing.
The best leaders sense the change early and adapt before markets force it.
For investors, fit in the moment matters more than reputation.
CEOs operate in seasons, and most stumble not from lost skill but from missed timing.
The best leaders sense the change early and adapt before markets force it.
For investors, fit in the moment matters more than reputation.
Great leadership isn’t forged in growth spurts. It’s built in the quiet years where judgment compounds.
The leaders who last focus on people, clarity, and treating each chapter as part of a longer story.
Longevity isn’t luck. It’s accumulated judgment.
What quality have you seen age best in leaders?
The leaders who last focus on people, clarity, and treating each chapter as part of a longer story.
Longevity isn’t luck. It’s accumulated judgment.
What quality have you seen age best in leaders?
January 20, 2026 at 6:36 PM
Great leadership isn’t forged in growth spurts. It’s built in the quiet years where judgment compounds.
The leaders who last focus on people, clarity, and treating each chapter as part of a longer story.
Longevity isn’t luck. It’s accumulated judgment.
What quality have you seen age best in leaders?
The leaders who last focus on people, clarity, and treating each chapter as part of a longer story.
Longevity isn’t luck. It’s accumulated judgment.
What quality have you seen age best in leaders?
Walmart’s leadership changes look routine, but timing matters.
When they follow a CEO transition, they often signal an incoming leader assembling a team for the next phase.
In complex businesses, this is about execution readiness — not churn.
When they follow a CEO transition, they often signal an incoming leader assembling a team for the next phase.
In complex businesses, this is about execution readiness — not churn.
January 19, 2026 at 6:28 PM
Walmart’s leadership changes look routine, but timing matters.
When they follow a CEO transition, they often signal an incoming leader assembling a team for the next phase.
In complex businesses, this is about execution readiness — not churn.
When they follow a CEO transition, they often signal an incoming leader assembling a team for the next phase.
In complex businesses, this is about execution readiness — not churn.
Saks’ CEO choice signals stewardship, not wind-down.
Hiring a luxury operator suggests the board is protecting brand value while fixing the balance sheet.
In restructurings, leadership choices often reveal intent faster than financing.
Hiring a luxury operator suggests the board is protecting brand value while fixing the balance sheet.
In restructurings, leadership choices often reveal intent faster than financing.
January 17, 2026 at 6:10 PM
Saks’ CEO choice signals stewardship, not wind-down.
Hiring a luxury operator suggests the board is protecting brand value while fixing the balance sheet.
In restructurings, leadership choices often reveal intent faster than financing.
Hiring a luxury operator suggests the board is protecting brand value while fixing the balance sheet.
In restructurings, leadership choices often reveal intent faster than financing.
UBS’ succession choice is about control.
With integration still underway, the board prefers continuity over disruption.
This isn’t reinvention — it’s execution while risk remains.
Speed or stability?
With integration still underway, the board prefers continuity over disruption.
This isn’t reinvention — it’s execution while risk remains.
Speed or stability?
January 16, 2026 at 8:00 PM
UBS’ succession choice is about control.
With integration still underway, the board prefers continuity over disruption.
This isn’t reinvention — it’s execution while risk remains.
Speed or stability?
With integration still underway, the board prefers continuity over disruption.
This isn’t reinvention — it’s execution while risk remains.
Speed or stability?
Companies aren’t usually blindsided by new risks — they’re blindsided by unmanaged ones.
Sentry’s 2025 research shows cyber and supply chains rise because they expose leadership readiness.
Risk isn’t about events. It’s about whether leaders treat it as a report — or an operating system.
Sentry’s 2025 research shows cyber and supply chains rise because they expose leadership readiness.
Risk isn’t about events. It’s about whether leaders treat it as a report — or an operating system.
January 16, 2026 at 5:31 PM
Companies aren’t usually blindsided by new risks — they’re blindsided by unmanaged ones.
Sentry’s 2025 research shows cyber and supply chains rise because they expose leadership readiness.
Risk isn’t about events. It’s about whether leaders treat it as a report — or an operating system.
Sentry’s 2025 research shows cyber and supply chains rise because they expose leadership readiness.
Risk isn’t about events. It’s about whether leaders treat it as a report — or an operating system.
Asset classes are converging fast. Different wrappers now mask similar risks. What looks diversified on paper often shares the same exposures. In this environment, leadership clarity is the hedge. Where do you see diversification that’s really convergence?
January 15, 2026 at 6:09 PM
Asset classes are converging fast. Different wrappers now mask similar risks. What looks diversified on paper often shares the same exposures. In this environment, leadership clarity is the hedge. Where do you see diversification that’s really convergence?
A calm CEO transition can be more telling than a noisy exit.
Heineken’s planned handoff signals a board moving early as conditions shift — not reacting late.
Succession timing shows what the company needs next, and how urgent the board believes it is.
What does a quiet transition signal to you?
Heineken’s planned handoff signals a board moving early as conditions shift — not reacting late.
Succession timing shows what the company needs next, and how urgent the board believes it is.
What does a quiet transition signal to you?
January 14, 2026 at 8:45 PM
A calm CEO transition can be more telling than a noisy exit.
Heineken’s planned handoff signals a board moving early as conditions shift — not reacting late.
Succession timing shows what the company needs next, and how urgent the board believes it is.
What does a quiet transition signal to you?
Heineken’s planned handoff signals a board moving early as conditions shift — not reacting late.
Succession timing shows what the company needs next, and how urgent the board believes it is.
What does a quiet transition signal to you?
Calm markets make everyone look disciplined.
Noise reveals who truly is.
When sentiment runs ahead of fundamentals, strong leaders protect capital discipline instead of chasing headlines.
That restraint becomes the edge.
Noise reveals who truly is.
When sentiment runs ahead of fundamentals, strong leaders protect capital discipline instead of chasing headlines.
That restraint becomes the edge.
January 14, 2026 at 7:10 PM
Calm markets make everyone look disciplined.
Noise reveals who truly is.
When sentiment runs ahead of fundamentals, strong leaders protect capital discipline instead of chasing headlines.
That restraint becomes the edge.
Noise reveals who truly is.
When sentiment runs ahead of fundamentals, strong leaders protect capital discipline instead of chasing headlines.
That restraint becomes the edge.
Frontier’s CEO decision looks routine, but it isn’t.
In airlines, interim periods are stress tests. Making an interim CEO permanent signals trust earned under pressure.
This move is about stability and execution, not optics.
What tells you that trust has been earned?
In airlines, interim periods are stress tests. Making an interim CEO permanent signals trust earned under pressure.
This move is about stability and execution, not optics.
What tells you that trust has been earned?
January 13, 2026 at 8:30 PM
Frontier’s CEO decision looks routine, but it isn’t.
In airlines, interim periods are stress tests. Making an interim CEO permanent signals trust earned under pressure.
This move is about stability and execution, not optics.
What tells you that trust has been earned?
In airlines, interim periods are stress tests. Making an interim CEO permanent signals trust earned under pressure.
This move is about stability and execution, not optics.
What tells you that trust has been earned?
2025 wasn’t a market cycle — it was a leadership test.
AI, geopolitics, and talent compressed decision windows.
The winners weren’t the best forecasters, but the fastest adapters.
That’s the edge going into 2026.
AI, geopolitics, and talent compressed decision windows.
The winners weren’t the best forecasters, but the fastest adapters.
That’s the edge going into 2026.
January 13, 2026 at 6:46 PM
2025 wasn’t a market cycle — it was a leadership test.
AI, geopolitics, and talent compressed decision windows.
The winners weren’t the best forecasters, but the fastest adapters.
That’s the edge going into 2026.
AI, geopolitics, and talent compressed decision windows.
The winners weren’t the best forecasters, but the fastest adapters.
That’s the edge going into 2026.
Market concentration makes leadership errors more expensive.
Crowding into a few “can’t miss” names turns scale into an amplifier of mistakes.
In narrow markets, patience shrinks and weak execution is punished faster.
What leadership signal tells you the edge is fading?
Crowding into a few “can’t miss” names turns scale into an amplifier of mistakes.
In narrow markets, patience shrinks and weak execution is punished faster.
What leadership signal tells you the edge is fading?
January 9, 2026 at 5:41 AM
Market concentration makes leadership errors more expensive.
Crowding into a few “can’t miss” names turns scale into an amplifier of mistakes.
In narrow markets, patience shrinks and weak execution is punished faster.
What leadership signal tells you the edge is fading?
Crowding into a few “can’t miss” names turns scale into an amplifier of mistakes.
In narrow markets, patience shrinks and weak execution is punished faster.
What leadership signal tells you the edge is fading?
CEO turnover today often reflects speed, not collapse.
As cycles compress, boards move faster when leaders don’t adapt quickly enough.
Short tenures can signal a reset — not a reshuffle.
For investors, the key is understanding why the board acted early.
As cycles compress, boards move faster when leaders don’t adapt quickly enough.
Short tenures can signal a reset — not a reshuffle.
For investors, the key is understanding why the board acted early.
January 8, 2026 at 6:03 PM
CEO turnover today often reflects speed, not collapse.
As cycles compress, boards move faster when leaders don’t adapt quickly enough.
Short tenures can signal a reset — not a reshuffle.
For investors, the key is understanding why the board acted early.
As cycles compress, boards move faster when leaders don’t adapt quickly enough.
Short tenures can signal a reset — not a reshuffle.
For investors, the key is understanding why the board acted early.
Consumer boards aren’t waiting like they used to.
Retail and packaged-goods CEOs now have shorter tenures as demand shifts faster and margins tighten.
Quick exits often signal boards acting early on leadership fit and execution — not just reacting to failure.
Retail and packaged-goods CEOs now have shorter tenures as demand shifts faster and margins tighten.
Quick exits often signal boards acting early on leadership fit and execution — not just reacting to failure.
January 7, 2026 at 7:26 PM
Consumer boards aren’t waiting like they used to.
Retail and packaged-goods CEOs now have shorter tenures as demand shifts faster and margins tighten.
Quick exits often signal boards acting early on leadership fit and execution — not just reacting to failure.
Retail and packaged-goods CEOs now have shorter tenures as demand shifts faster and margins tighten.
Quick exits often signal boards acting early on leadership fit and execution — not just reacting to failure.
Target’s CEO change isn’t just succession — it’s direction.
The signals point to sharper execution: store experience, pricing discipline, inventory control, and tech-enabled ops.
Investor question: is this a smooth handoff, or a reset to change how fast strategy turns into results?
The signals point to sharper execution: store experience, pricing discipline, inventory control, and tech-enabled ops.
Investor question: is this a smooth handoff, or a reset to change how fast strategy turns into results?
January 6, 2026 at 6:35 PM
Target’s CEO change isn’t just succession — it’s direction.
The signals point to sharper execution: store experience, pricing discipline, inventory control, and tech-enabled ops.
Investor question: is this a smooth handoff, or a reset to change how fast strategy turns into results?
The signals point to sharper execution: store experience, pricing discipline, inventory control, and tech-enabled ops.
Investor question: is this a smooth handoff, or a reset to change how fast strategy turns into results?
This is how boards signal a reset without saying it.
New leadership is the first move.
Results depend on execution.
#LeadershipAlpha #Retail #GovernanceEdge #EagleTalon
New leadership is the first move.
Results depend on execution.
#LeadershipAlpha #Retail #GovernanceEdge #EagleTalon
January 2, 2026 at 5:04 PM
This is how boards signal a reset without saying it.
New leadership is the first move.
Results depend on execution.
#LeadershipAlpha #Retail #GovernanceEdge #EagleTalon
New leadership is the first move.
Results depend on execution.
#LeadershipAlpha #Retail #GovernanceEdge #EagleTalon
A New Year of Clarity, Great Health, and Compounding Progress
May it bring calm amid the noise, strong relationships, and momentum in the work that matters.
We’re grateful for your trust and support, and excited for what we’ll build together this year.
May it bring calm amid the noise, strong relationships, and momentum in the work that matters.
We’re grateful for your trust and support, and excited for what we’ll build together this year.
January 1, 2026 at 5:01 AM
A New Year of Clarity, Great Health, and Compounding Progress
May it bring calm amid the noise, strong relationships, and momentum in the work that matters.
We’re grateful for your trust and support, and excited for what we’ll build together this year.
May it bring calm amid the noise, strong relationships, and momentum in the work that matters.
We’re grateful for your trust and support, and excited for what we’ll build together this year.
Interim CEO appointments aren’t placeholders.
They signal a board that needs stability now and isn’t convinced the plan is working.
Coty’s move suggests urgency, tighter execution, and a reset before the next long-term leader.
What does an interim CEO signal to you most?
They signal a board that needs stability now and isn’t convinced the plan is working.
Coty’s move suggests urgency, tighter execution, and a reset before the next long-term leader.
What does an interim CEO signal to you most?
December 31, 2025 at 6:15 AM
Interim CEO appointments aren’t placeholders.
They signal a board that needs stability now and isn’t convinced the plan is working.
Coty’s move suggests urgency, tighter execution, and a reset before the next long-term leader.
What does an interim CEO signal to you most?
They signal a board that needs stability now and isn’t convinced the plan is working.
Coty’s move suggests urgency, tighter execution, and a reset before the next long-term leader.
What does an interim CEO signal to you most?
Activist pressure often precedes CEO turnover.
Lululemon is entering that phase, with Elliott involved and a CEO search underway.
This looks less like a reaction and more like a strategic reset.
The key question: what does the board want to change first?
Lululemon is entering that phase, with Elliott involved and a CEO search underway.
This looks less like a reaction and more like a strategic reset.
The key question: what does the board want to change first?
December 30, 2025 at 7:01 PM
Activist pressure often precedes CEO turnover.
Lululemon is entering that phase, with Elliott involved and a CEO search underway.
This looks less like a reaction and more like a strategic reset.
The key question: what does the board want to change first?
Lululemon is entering that phase, with Elliott involved and a CEO search underway.
This looks less like a reaction and more like a strategic reset.
The key question: what does the board want to change first?
This weekend we lost Lou Gerstner.
His turnaround of IBM remains a masterclass in leadership under pressure: listening first, acting decisively, and rebuilding trust from the inside out.
A legacy of judgment over ego.
His turnaround of IBM remains a masterclass in leadership under pressure: listening first, acting decisively, and rebuilding trust from the inside out.
A legacy of judgment over ego.
December 29, 2025 at 7:12 PM
This weekend we lost Lou Gerstner.
His turnaround of IBM remains a masterclass in leadership under pressure: listening first, acting decisively, and rebuilding trust from the inside out.
A legacy of judgment over ego.
His turnaround of IBM remains a masterclass in leadership under pressure: listening first, acting decisively, and rebuilding trust from the inside out.
A legacy of judgment over ego.
Consumer-goods CEOs are under tighter timelines.
Boards are shortening tenures when growth slows because demand shifts faster and patience runs thinner.
In these businesses, CEO transitions signal whether the board believes the current team can win the next phase.
Boards are shortening tenures when growth slows because demand shifts faster and patience runs thinner.
In these businesses, CEO transitions signal whether the board believes the current team can win the next phase.
December 29, 2025 at 6:15 PM
Consumer-goods CEOs are under tighter timelines.
Boards are shortening tenures when growth slows because demand shifts faster and patience runs thinner.
In these businesses, CEO transitions signal whether the board believes the current team can win the next phase.
Boards are shortening tenures when growth slows because demand shifts faster and patience runs thinner.
In these businesses, CEO transitions signal whether the board believes the current team can win the next phase.
Co-investing works like a pack.
Family offices favor club deals because shared intelligence and aligned governance uncover opportunities solo capital misses.
The edge isn’t risk sharing — it’s seeing more, faster.
Family offices favor club deals because shared intelligence and aligned governance uncover opportunities solo capital misses.
The edge isn’t risk sharing — it’s seeing more, faster.
December 27, 2025 at 5:31 PM
Co-investing works like a pack.
Family offices favor club deals because shared intelligence and aligned governance uncover opportunities solo capital misses.
The edge isn’t risk sharing — it’s seeing more, faster.
Family offices favor club deals because shared intelligence and aligned governance uncover opportunities solo capital misses.
The edge isn’t risk sharing — it’s seeing more, faster.