Ken Davidoff's Winter Meetings winners and losers
For this year’s Winter Meetings winners and losers, we’re going to have to deploy some extra categories. We saw moves so dramatic that they defy such simple descriptions.
So let’s include, in addition to “Winners” and “Losers,” the groups “Winners with Downside” and “Losers with Upside.” That’s for moves in which the long-term projection is considerably different than the short-term read.
Here’s our take on a very busy week:
By Ken Davidoff