#investors

A roller coaster ride is coming if investors are fooled again. I doubt such investors still exist

I would like to congratulate the PEP team for this outstanding achievement. This is truly a testament to your dedication, leadership and passion for winning ! Not every organization with a Market Cap of $194B and 300,000 employees worldwide is capable of providing a lower rate of return to its investors than a Money Market fund. Although this may not create smiles for our investors, who cares, it's important to remember that change is difficult and just achieving this small positive number is something you can all be proud of. Let's try for +1.04 in the last 4 months of 2026 !

Stock price under our new CEO is down 24%. Not giving investors a lot of confidence.

Was supposed to be mid 2026. When is it happening and why is it getting pushed out?

Who knew that accountability really meant managing things HORRIBLY for a couple of years and then applying reactive management and tossing human beings out of the back of the plane they could never fly or land? Their plan going forward? Buy AI pre-built tools and outsource everything to automation. These guys are totally clueless how to run a company.

Why are people investing in the stock at all? They’re easily the worst band of do-nothings I’ve EVER seen in my 20+ years of working in enterprise companies. If the analysts and investors could peek behind the curtain they would be horrified!

Heh-heh. Did you see these guys this morning?

Fiserv drops at the open and suddenly the Lyons Widows are dancing around like they just inherited Webistics. “It’s collapsing!” “Takis is finished!” One stunad was probably pricing a commemorative plaque.

Then the stock claws almost the entire dip back and finishes in the same general neighborhood as the Dow and FIS.

Now, suddenly, everybody’s quiet.

These people don’t understand stocks, fundamentals, or companies. They understand refreshing a red number and becoming emotionally aro--ed. The market gives them fifteen bad minutes and they think they’re Warren Buffett. Heh-heh.

And this obsession with Lyons? Madonn’. The man leaves behind a crater and they defend him like he personally tucked them in at night. Takis inherits the mess, the stock fights back after bad guidance, and they’re disappointed it didn’t go bankrupt before lunch.

They’re not investors. They’re hecklers with Yahoo Finance open.

Commendatori, Takis. As for the glorified Lyons fan club, next time wait until the closing bell before you start licking the frosting off the bankruptcy cake.

As part of our continued commitment to strategic transformation, we're excited to welcome a Chief Product Officer to help accelerate the next chapter of our journey.

Following another successful organizational redesign, we're looking for someone who can help us unlock the next phase of our transformation roadmap while preserving the momentum generated by the previous transformation roadmap. You'll inherit a focused product portfolio, an exceptionally lean engineering organization and a roadmap that's been thoughtfully reprioritized every quarter since 2017.

Your Mission
Deliver a bold new product vision every six months.
Rename existing features to reflect current market trends.
Replace shipped features with strategy slides.
Convert customer churn into "portfolio optimization."
Ensure every roadmap slide contains at least one arrow pointing upward.
Ensure every release contains at least one AI feature nobody requested.
Find innovative ways to describe doing less with fewer people.
Help leadership explain why this year's reset is fundamentally different from last year's reset.

Preferred Experience
Proven experience joining companies at exactly the right stage of their transformation.
Experience building roadmaps that extend comfortably beyond the company's current runway.
Ability to explain why shrinking customer base actually reflects a more focused customer base.
Ability to describe maintenance work as platform innovation.
Experience creating AI strategies before identifying customer problems.
Familiarity with saying "the fundamentals have never been stronger" while Finance quietly updates the forecast.

What We Offer
Market-leading generous salary and equity.
A customer base that's becoming increasingly curated.
The unique satisfaction of building tomorrow's narrative before today's results arrive.
Unlimited exposure to meetings about meetings.
Unlimited opportunities to "build momentum" and "circle back".
Countless opportunities to make an immediate impact on next quarter's reorganization and the unique opportunity to define the future before the next strategic refresh defines it again.

Join us as we remain relentlessly focused on becoming the company our investor deck says we already are and as we continue laying the foundations for the strategic turnaround we'll be announcing again next year.

Investors want to maintain some level of order. Without that the company should dismantle completely. Think about it.

Sturm, Ruger & Co. achieved nearly $7 million in net income for the second quarter, a significant improvement from a loss in the same period last year. This financial turnaround was driven by increased firearm demand and enhanced production efficiency. The company also implemented a new "Ruger Business System" initiative to standardize operations and align employees with strategic goals. Ruger incurred severance expenses related to past job reductions, but these were lower than in the previous quarter. Additionally, the company reached an agreement with its largest investor, Beretta Holding SA, allowing Beretta to increase its stake while imposing a standstill on further ownership growth.

Mayodan, North Carolina

https://www.unionleader.com/news/business/uptick-in-demand-boosts-ruger-to-7-million-in-net-income-after-90-layoffs-in/article_bb92434d-965e-4975-b1f2-49e9154bf38d.amp.html

Looks like Humana executives are at it again with their artificially inflating the stock market with their stock buybacks.

I wonder if actual investors are that easily fooled with this utter nonsense. Seems like you would have to be rather naive if you didn’t first research what was presented in yesterday’s Q2 Earnings call in regards to the announced exiting of many Medicare plans, which will effect some 600k members and only 40% of them possibly might get recouped under other larger plans. Doesn’t give me a lot of confidence.

INVESTORS DUMP YOUR STOCK BUD. YOU NEED A NEW APPROACH.

Hearing that our ELT had just returned from time away in Aspen together.

While we never see them here in Houston and never take meetings off the executive-only floors, they apparently need fresh mountain air to recover from the rigors of their hectic schedules entertaining on the private island, flying $60MM private jets to New York to speak to investors, and host happy hours with VIPs on the 14th floor.

AI is overhyped and I think investors are starting to catch on. I have yet to hear how the AI companies, (ChatGPT, Claude...etc....) are going to make back the money money being spent on datacenters,(100s of billion$). As far as I can tell there really doesn't seem to be a big demand since both Meta and Google are selling their comute to the AI firms rather than using it for their own needs. Also, there is now a race to the bottom on token pricing further exacerbating the issue of profits. I don't see the profits meeting the expenses or even coming close. So, How does this effect Corporate America's embrace of the tech?

1. Continued market share losses across beverages and snacks, last four weeks, last 12 weeks, last 52 weeks, last 5 years
2. GLP-1 adoption accelerating in US, rest of the world is just getting started.
3. A disappointing M&A track record that generates negative shareholder value
4. Executive Leadership that you wouldn’t trust to look after your dog and even worse bench of leaders

You can solve the first three but you can’t solve the fourth one. Investors also have just given up.

Performance gap is widening.

Investors don’t see value in the integrated strategy; reason: there is not an investor base for such a company. You have the majors and then focused companies in refining and midstream. No one buys PSX unless they have to. If you want Refining exposure you buy VLO or even PBF; midstream, you buy EPC or TRGP. We are ruled by index buyers.

We will never outperform the sum of the parts.

Nike will report its full fiscal year earnings today. Analysts predict a two percent revenue decline and a 21 percent operating income drop. CEO Elliott Hill faces mounting pressure due to continuous negative sales growth. Nike's stock has fallen 34 percent this year, reaching an 11-year low. Investors are impatient despite Hill's long-term turnaround strategy.

https://sportsverse.substack.com/p/a-fateful-day-ahead-for-nike-ceo

The writing is in permanent ink!

https://www.cnbc.com/2026/06/22/target-brian-cornell-shareholder-support.html

Q2 is looking good, lots of dead wood out of the door, strategic review going well, new positive investor from Czech Republic, things are looking good……..

You know if you don’t like the way things are going, you can vote for/against trustees. We are all investors through the 401k and the proxy stuff just was emailed out.

As the following article concludes, Oracle has debt obligations around a quarter of a billion dollars.

What is the interest on that amount?
Does everything have to happen perfectly for 15 years to pay that off?
What is plan B?

https://finance.yahoo.com/markets/stocks/articles/oracle-debt-fever-only-prescription-140741343.html

Is the break up the end of dividends?
I am expecting a pretty brutal rebalance as we exit the Dow and fixed income funds dump the stock.

Maybe we have been too hard on Dan. He has been walking a tightrope since he entered the role. Verizon is struggling as a company, and you can’t expect leadership to be fully transparent because that could create panic and trigger a stock selloff. That’s bad for everyone, especially when you are carrying around $175 billion in debt and backed heavily by institutional investors.

A lot of those institutional investors are tied to retirement accounts, pensions, city employees, and everyday people. A company like Verizon stumbling would not just affect telecom, it could shake confidence across the market. Imagine a major telecom provider, something most people view as a basic utility at this point, struggling to sustain itself. Rational people would immediately start asking what other companies are being held together by perception instead of fundamentals.

I genuinely feel for the employees and managers carrying the pressure right now, but some of what we are seeing may be the result of years of bad positioning, losing market share, and delayed course correction. None of this happens overnight.

M@rk, Kev, and Sean,

You can go to all the conferences and spin the story how you want, but it is not working. Results speak louder than spin. Investors are not buying it.

As a Xerox investor, I’ve realized some concerning challenges ahead for the company and it’s not on the balance sheet.

It feels like the team is focusing on disagreements instead of the big picture, and these conversations remind me a bit of middle school chats—definitely room to grow.

Investors bid the stock up on short‑term good news (earnings, investor stake, dividend), but the Q1 beat could be misleading because it’s pro‑forma and boosted by Lexmark purchase‑accounting adjustments rather than pure organic profit or cash‑flow improvement.

Great job Chris and team. Still poor fundamentals but have to celebrate the good moves too! In at 98.

bp’s leadership and culture is broken. As an employee, I have lost all trust and faith in our c-suite and board of directors. Just imagine how all this looks to institutional investors. At some point they’re going to take their money and invest it with a company that shows it is stable and trustworthy. We are just too much of a risk right now. It feels like we’re living in a reality tv show - the Real Executives of Big Oil. Fire them all and start from scratch. Or just sell the company off.

The 1 year return for IBM is negative 13.58% while the SP500 is positive 25%
Is this a joke ?

https://share.google/w30SB41dKhLl0gABa

What a shame - this leadership team led by Mike is not getting it done for us investors.

Alot of major investors are buying up Fiserv stock. Blackrock just increased their holding position.

Any chance the last two CEO’s were planted by the investors? They both run this company like they want to bleed it out and then sell it to someone who may have pushed for them to get to the top.

LOL Larry is cooked: https://finance.yahoo.com/markets/stocks/articles/oracle-investors-know-openais-struggles-190500503.html

"Teradata struggled to consistently generate demand over the last five years as its sales dropped at a 2.3% annual rate. This was below our standards and is a sign of poor business quality."

https://www.financialcontent.com/article/stockstory-2026-5-5-teradata-nysetdc-posts-better-than-expected-sales-in-q1-cy2026

to put out a statement that either confirms or denies this event if it is indeed true or just rumors.
It’s bad business keeping it out there it can shake investors too hearing about this. Everyone wants stability. Needs stability so transparency is paramount.

They’ve now published 2 customer PRs this week, must be desperate to have something positive to talk about on the call. If they think Gyro hut is going to move the needle with investors, things must be even worse than they appear.

Obviously, I am not asking for binding financial advice, just curious, do you guys think there will be any stock market movement on this big Investor Day and if so, do we think it'll be up or down? Earnings calls are already regularly terrible and I'm not sure what an "investor day" would do differently since people already see through the smoke and mirrors of those.

https://www.globenewswire.com/news-release/2026/04/30/3285301/0/en/trian-calls-on-solventum-s-board-to-create-value-publishes-open-letter-and-slide-deck.html