Activist investors say the TSE’s latest campaign to get executives to improve long-depressed valuations is serving as a tailwind for increased shareholder proposals.

Source: https://www.japantimes.co.jp/news/2023/05/22/business/tse-shareholder-proposals-record/

Additionally, these businesses are experiencing an incredible macro tailwind because people are increasingly working from home, and moving out to more remote parts of the country to get additional space.

Source: https://seekingalpha.com/article/4584363-nelnet-nni-transitioning-to-a-best-in-class-capital-allocator?source=feed_all_articles

Aldermen attempting to ride a progressive tailwind in Chicago’s new City Council proposed measures Wednesday to advance worker benefits by eliminating a lower minimum wage for tipped employees and allowing workers to accrue more paid leave.

Source: https://biztoc.com/x/c5d5faf3edff592b?ref=ff

And as we continue to improve the -- optimizing the KPM business and growing Kroger Personal Finance, we would expect alternative profits to be a continued tailwind to the model.

Source: https://seekingalpha.com/article/4611796-kroger-co-kr-q1-2023-earnings-call-transcript?source=feed_all_articles

And that green energy bonanza NEE has as a tailwind means it could potentially sustain above-average growth rates (for a utility) for decades to come.

Source: https://seekingalpha.com/article/4632662-nextera-energy-one-of-best-times-in-5-years-to-buy-this-dividend-aristocrat?source=feed_all_articles

And you only need to see that the travel demands, understand that, that has a secular tailwind.

Source: https://seekingalpha.com/article/4584506-t-inc-t-deutsche-bank-media-internet-and-telecom-conference-call-transcript?source=feed_all_articles

As hacking and cyberwarfare are pressing concerns, firms like Datadog should enjoy a strong tailwind in coming years.

Source: https://investorplace.com/the-7-best-growth-stocks-to-buy-for-2023/

But we do see clearly a positive tailwind ahead.

Source: https://seekingalpha.com/article/4637635-h-and-m-hennes-and-mauritz-ab-publ-hnnmy-q3-2023-earnings-call-transcript?source=feed_all_articles

Foreign exchange is expected to be a tailwind of 1 ppt for the year, and we expect minimal impact from acquisitions.

Source: https://seekingalpha.com/article/4614758-mastercard-ma-good-spot-to-remain-wealth-compounder?source=feed_all_articles

FX was a 3% tailwind while fuel was a 6% headwind on the quarter.

Source: https://seekingalpha.com/article/4643587-canadian-pacific-kansas-city-limited-cp-q3-2023-earnings-call-transcript?source=feed_all_articles

Given that low average daily trading value, a substantial use of the repurchase program at a relatively short period of time may provide a tailwind to the price of the stock in the market.

Source: https://seekingalpha.com/article/4655632-acacia-research-starting-to-execute-new-strategy-bullish?source=feed_all_articles

However, given the new tailwind, we cannot ignore the potential for FCF margin growth that the company will have over the next few years.

Source: https://seekingalpha.com/article/4657720-broadcom-less-hype-more-sustainability?source=feed_all_articles

How should we think about accelerating remodel activity as a potential tailwind for the business?

Source: https://seekingalpha.com/article/4586318-el-pollo-loco-holdings-inc-loco-q4-2022-earnings-call-transcript?source=feed_all_articles

I don't think it's possible to become a headwind, but I think it would still -- at this stage, we're still -- our view will just be a modest tailwind and potentially disappear over time.

Source: https://seekingalpha.com/article/4600986-national-australia-bank-limited-nabzy-q2-2023-earnings-call-transcript?source=feed_all_articles

In 2022, the long-term headwind from coal plant closures (NSC is a major transporter of coal from Appalachia, Illinois and the Powder River Basin) turned into a temporary tailwind.

Source: https://seekingalpha.com/article/4642661-norfolk-southern-q3-earnings-preview-wise-choice-amid-high-interest-rates?source=feed_all_articles

In the medium to long term, a recovery in the residential market as the interest rate cycle eventually reverses, and the tailwind from federal funding in infrastructure space should help revenue growth.

Source: https://seekingalpha.com/article/4615965-summit-materials-good-medium-to-long-term-growth-prospects?source=feed_all_articles

“In the near term, we expect Windows 10 end-of-service to be a tailwind, and we remain positive on the long-term outlook for PC TAM returning to plus or minus 300 million units.”

Source: https://www.crn.com/news/components-peripherals/intel-ceo-gelsinger-ai-industry-leading-manufacturing-process-to-drive-the-future

In this environment of a broad sectoral tailwind, I believe we are facing a situation where a rising tide lifts all boats, not just the largest heavyweights.

Source: https://seekingalpha.com/article/4660197-kce-why-im-very-bullish-on-this-capital-markets-etf?source=feed_all_articles

I think it's a tailwind moving forward.

Source: https://seekingalpha.com/article/4596866-cgi-inc-gib-q2-2023-earnings-call-transcript?source=feed_all_articles

It is better seen as a tailwind of unknown strength that should help results over the coming years.

Source: https://seekingalpha.com/article/4655664-atn-international-better-times-on-the-horizon?source=feed_all_articles