Who is Kevin Lobo? Stryker’s chief executive is handing over the company, but not the chair
Kevin Lobo hands Stryker’s CEO role to Spencer Stiles on 1 January 2027 and becomes Executive Chair. What changes on the board, and what to watch.
Do strong governance and stability ratings go with better returns? Three years, 30 companies, one test
InsidEntity’s ratings are meant to flag risk, not forecast returns, so we tested them on both. We took 15 companies rated strong on governance and financial stability, and 15 rated weak on both, as at 9 September 2026. We put a simulated US$500 into each at the close on 29 September 2023 and followed them […]
The Number Behind the Number | 06 MTN
MTN grew about 40% in two years in its own currencies. In rand, it grew 4%. The 2025 results taken apart, with the Company Risk Rating and Financial Stability Rating in full.
Who is Pony Ma? Tencent’s co-founder has run it for 28 years, as chairman and chief executive
Pony Ma co-founded Tencent in 1998 and is still its chairman, CEO and only executive director. A governance lens on his roles, board and succession.
South Africa’s Listed Banks: Three Lenses on Six Banks
Six JSE-listed banks through three lenses: valuation from 0.95 to 8.7 times book, uneven earnings, and governance ratings that rank them differently.
The Number Behind the Number | 05 HSBC
HSBC made US$29.9bn in 2025 and its Hong Kong bank booked 65.5% of it. Where the profit sits, what Hang Seng Bank cost, and the auditor clock.
Fifteen companies worth US$1 trillion. Only one rates Excellent.
Fifteen companies are worth US$1 trillion or more. Their Company Risk Ratings: one Excellent, thirteen Good, one Caution. Why the auditor clock caps twelve.
Silicon Valley Bank: The Losses Were in the Notes to a Clean Audit
A $15.1bn unrecognised loss sat beside SVB’s $16.3bn of equity in audited accounts. What the public record showed before the run and what the rating scores.
The Number Behind the Number | 04 BHP
Copper earned 48% more for BHP in FY2026 while production fell 3%. Where the gain came from: price, by-product credits and a US$0.32 unit cost.
The Number Behind the Number | 03 Apple
Apple’s EPS rose 224% in ten years while net income rose 110%. The difference is a 35% smaller share count, and buybacks that exceed free cash flow.