
- In today’s CEO Daily: Diane Brady talks to the Chubb CEO about his shareholder letter.
- The big leadership story: Josh D’Amaro’s rough first week as Disney CEO.
- The markets: Mixed globally as the Iran war carries on.
- Plus: All the news and watercooler chat from Fortune.
Good morning. This is peak season for shareholder letters, in which CEOs share observations about their results, priorities and views of the trends shaping business. Most are short, bland and to the point. But Warren Buffett turned his letters into lessons on leadership (Greg Abel has now taken up the mantle at Berkshire Hathaway.) BlackRock CEO Larry Fink talked about “a deeper feeling that capitalism is working” in this year’s letter, and many eagerly await Jamie Dimon’s novella-length letter to drop soon.