Posted by & filed under Company Analysis, Economic Analysis, Financial analysis, Growth & Valuation, Industry Analysis, Management Issues.

Description: Five years ago, Intel was worth as much as Nvidia and AMD combined; now, Nvidia is worth as much as the other two as Taiwan Semi also surges, reflecting a massive change in the semiconductor industry in the past decade

Source: MarketWatch.com – video report

Date: Apr 14, 2022

Link: https://www.marketwatch.com/story/the-end-of-one-chip-wonders-why-nvidia-intel-and-amds-valuations-have-experienced-massive-upheaval-11649786169

Questions for discussion:

  • What does the report say is behind the changes in stock values in this industry?
  • Do you agree with this assessment?
  • What should investors do now, given this analysis is correct?

Posted by & filed under Company Analysis, Financial analysis, Governments & Regulators, Growth & Valuation, Industry Analysis, Management Issues, Personal Finance.

Description: In TechWatch, there is a new twist in the Elon Musk-Twitter saga. The company’s largest stakeholder is now facing a lawsuit accusing the billionaire of market manipulation. The suit alleges that the world’s richest man illegally delayed disclosing his stake in the company in order to purchase more shares at a lower price. CBS News technology reporter Dan Patterson has more.

Source: CBSNews.com – video report

Date: Apr 12, 2022

Link: https://www.cbsnews.com/video/elon-musk-accused-of-market-manipulation-over-twitter-stake/

Questions for discussion:

  • Summarize the reasons Elon Musk is being accused of market manipulation.
  • What is your view on the matter?
  • What do you believe will happen?

Posted by & filed under Economic Analysis, Financial Planning, Governments & Regulators, Growth & Valuation, Industry Analysis, Market Analysis, Personal Finance.

Description: Many macro factors and regulatory uncertainty lower IPO market sentiment, but a hugely successful offering could reignite it, says Wharton’s David Hsu.

Source: https://knowledge.wharton.upenn.edu

Date: Apr 12, 2022

Link: https://knowledge.wharton.upenn.edu/article/what-lies-ahead-for-the-ipo-market/?utm_campaign=KatW2022&utm_medium=email&utm_source=kw_campaign_monitor&utm_term=4-13-2022&utm_content=What_Lies_Ahead_for_the_IPO_Market?

Questions for discussion:

  • What does Professor Hsu think is happening and likely to happen in the IPO environment?
  • Do you agree with his analysis?
  • Explain what you believe will happen?

Posted by & filed under Company Analysis, Economic Analysis, Governments & Regulators, Growth & Valuation, Industry Analysis, Management Issues, Personal Finance.

Description: Big industrial plants in provinces covered by the national carbon pricing system paid more than $161 million for their greenhouse gas emissions in 2019, but some critics say the system is designed to ensure the biggest emitters pay the smallest price on pollution.

Source: BNNBloomberg.com – video report

Date: Apr 13, 2022

Link: https://www.bnnbloomberg.ca/biggest-emitters-paying-smallest-price-on-pollution-critics-say-1.1752319

Questions for discussion:

  • What does the report say about the industry effort to reduce emissions?
  • How do you think this will affect attitudes towards use of fossil fuels and investment in the development of resources?

Posted by & filed under Company Analysis, Governments & Regulators, Growth & Valuation, Industry Analysis, Management Issues.

Description: Elon Musk offered to buy Twitter for $54.20 a share, saying the social media company needs to be transformed privately, a little over a week after first revealing a 9.2% stake in the company. Musk’s offer values Twitter at about $43 billion.

Source: CNBC.com – video report

Date: Apr 14, 2022

Link: https://www.cnbc.com/2022/04/14/elon-musk-offers-to-buy-twitter-for-54point20-a-share-saying-it-needs-to-be-transformed-as-private-company.html

Questions for discussion:

  • Given Elon Musk’s comments about the firm’s potential, how would Twitter be changed by a decision to go private?
  • How would the social media competitive environment change in your opinion?
  • What would you advise competitors and entrepreneurs do in this potentially new landscape?

Posted by & filed under Company Analysis, Economic Analysis, Governments & Regulators, Growth & Valuation, Industry Analysis, Management Issues.

Description: Amazon is handling a rapidly growing number of returns that are causing a massive problem for the e-commerce giant and the planet. A National Retail Federation survey found a record $761 billion of merchandise was returned to retailers in 2021. That amount surpasses what the U.S. spent on national defence in 2021, which was $741 billion.

Source: CNBC.com – video report

Date: Apr 10, 2022

Link: https://www.cnbc.com/2022/04/10/how-amazon-plans-to-fix-its-massive-returns-problem.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail

Questions for discussion:

  • What are the key business and financial issues related to this problem?
  • Do you think the current strategies are sufficient?
  • What would you suggest?

Posted by & filed under Company Analysis, Economic Analysis, Financial analysis, Financial Planning, Governments & Regulators, Growth & Valuation, Industry Analysis, Management Issues, Personal Finance.

Description: Elon Musk tweeted Tesla may get into the lithium mining and refining business directly and at scale because the cost of the metal, a key component in manufacturing batteries, has gotten so high.

Source: CNBC.com – video report

Date: Apr 08, 2022

Link: https://www.cnbc.com/2022/04/08/elon-musk-telsa-may-have-get-into-mining-refining-lithium-directly.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail

Questions for discussion:

  • What are the pros and cons to this investment decision?
  • Do you think it is a wise use of company resources?
  • What could go wrong?
  • How should investors in Tesla look at this interest?

Posted by & filed under Company Analysis, Economic Analysis, Governments & Regulators, Growth & Valuation, Industry Analysis, Personal Finance.

Description: The Biden administration’s executive order to develop a national policy on cryptocurrency and digital assets is an important first step in setting some guardrails around a global market now worth more than $3 trillion, said Wharton legal studies and business ethics professor Kevin Werbach.

Source: https://knowledge.wharton.upenn.edu

Date: Mar 28, 2022

Link: https://knowledge.wharton.upenn.edu/article/why-the-u-s-government-should-regulate-cryptocurrency/

Questions for discussion:

  • Summarize the key points presented by Professor Werbach.
  • What are the concerns about efforts to regulate?
  • How do you foresee the future development of cryptocurrency and government involvement?
  • What should investors take away from this discussion?

Posted by & filed under Economic Analysis, Financial analysis, Financial Planning, Governments & Regulators, Market Analysis, Personal Finance.

Description: Credit rating agencies have indicated that payments in a currency different from the one the debt was sold in would count as a default once the grace period expired.

Source: NYTimes.com

Date: Apr 06, 2022

Link: https://www.nytimes.com/2022/04/06/business/russia-eurobonds-rubles.html

Questions for discussion:

  • What is the issue about paying in an alternative currency?
  • How should this settlement of accounts be handled, in your opinion?
  • What can happen in financial markets if this issue isn’t resolved satisfactorily?
  • Do you think it will?

Posted by & filed under Company Analysis, Financial analysis, Growth & Valuation, Industry Analysis, Personal Finance.

Description: TORONTO — Amazon is raising the price of its Prime membership in Canada.
The e-commerce giant’s subscription service, which offers free shipment on many items, access to its Prime Video streaming platform and an array of other benefits, will begin phasing in higher fees for new subscribers immediately.

Source: Yahoo.Finance.com

Date: Apr 08, 2022

Link: https://ca.finance.yahoo.com/news/amazon-hikes-prices-prime-membership-130128180.html

Questions for discussion:

  • How do you think this price increase will affect Amazon customers and the firm’s operations?
  • Do you think it is a smart decision to boost revenues or an error in marketing judgement? Discuss.