Episode 10: The Week Big Bets Got Judged
Five big bets, five hard verdicts. This week, CVS admitted its $69 billion healthcare empire did not work and announced a split, Marvell spent $115 billion on Lumentum and watched both stocks fall, Lindt fired its CEO while investors said the real problem still sits in the chairman's chair, a $127 million startup pivoted to AI and shut down anyway, and the CEO who survived the Bud Light boycott walked away before the repair job was done. We dig into what each story teaches founders about timing, governance, and knowing when a bet has run its course.Stories covered:- CVS Health splits in two…
The skinny
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