Make The Most of Disruption’s Hidden Opportunities

The Revolution was America’s first information war. Today, a single social media post can move billions of dollars, influence elections and reshape public opinion within minutes. Long before America became a military or economic power, America became a messaging power.The American Revolution spread through language—pamphlets circulating in Boston taverns, speeches electrifying town squares and newspapers […]

By Richard Torrenzano On a moonlit night in April 1775, Paul Revere rode through Massachusetts with a warning — “The British are coming” — as English troops advanced toward Lexington and Concord. The episode became one of the defining stories of America’s founding. Yet Revere’s ride succeeded for a reason deeper than the courage of a single messenger. The […]

This spring’s proxy season doesn’t punish weakness — it exposes gaps between narrative and performance. Companies trading at premium multiples with flat returns aren’t avoiding scrutiny. They’re attracting it. The new activist thesis is simple: when narrative outpaces performance, the disconnect becomes the bullseye. Targets are no longer limited to operational underperformers. They include companies whose equity […]