Episode 02ยท June 4, 2026

Hub Group Fired the CFO and COO. The System Failed, Not Them.

Hub GroupCFO firedbusiness strategycapital allocationcorporate governanceexecutive accountabilitybusiness analysisElara Hunt

// The analysis

Hub Group fired both the CFO and COO after six quarters of misses. The Amgen comeback playbook says this is the wrong move โ€” when the system fails, replacing the operators just resets the clock. โ–ถ๏ธ Full episode: https://youtu.be/K09IB3gQ2tQ ๐ŸŽฏ Want the systems angle? How it's actually built on Stack with Adrian Vance: https://www.youtube.com/playlist?list=PLYM7n3NARD-zDxL4i2Jk0yJTpS776m9Pz ๐Ÿ“– Read the full breakdown: https://compoundtalks.ai/episode/margin-ep02

Bottom LineHub Group

// The other desk

Same landscape, the systems read.

Most bad decisions come from optimizing the wrong layer of the stack.

Go to STACK