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

Description: Wharton finance professor Itamar Drechsler discusses what led to the collapse of SVB and the questions it raises for banks, depositors, and regulators going forward.

Source: knowledge.wharton.upenn.edu – podcast

Date: Mar 14, 2023

Link: https://knowledge.wharton.upenn.edu/podcast/knowledge-at-wharton-podcast/lessons-from-the-silicon-valley-bank-collapse/?utm_campaign=KatW2023&utm_medium=email&utm_source=kw_campaign_monitor&utm_term=3-15-23&utm_content=Lessons_from_the_Silicon_Valley_Bank_Collapse

Questions for discussion:

  • Summarize the key points presented in the podcast by professor Itamar Drechsler.
  • What is your opinion about what happened and the roles played by the parties involved?

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

Description: Here we go again. The federal government is bailing out the banking industry, and the American people, who have seen this show far too often, have every right to be furious. The proper target for that anger, however, is not the bailout itself, but the need for it.

Source: NYTimes.com

Date: Mar 14, 2023

Link: https://www.nytimes.com/2023/03/14/opinion/svb-bank-bailout.html

Questions for discussion:

  • Summarize the position argued in this editorial piece.
  • Do you agree with the arguments presented?
  • Do you think things will change in the future? Why or why not?

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

Description: The collapse of multiple banks, the potential folding of start-ups and the general unease in the economy all suggest the Federal Reserve is on the “cusp of a soft, safe landing,” CNBC’s Jim Cramer said Tuesday.

Source: CNBC.com – video report

Date: Mar 14, 2023

Link: https://www.cnbc.com/2023/03/14/cramer-fed-on-the-cusp-of-a-soft-safe-landing-in-inflation-fight.html

Questions for discussion:

  • Summarize the arguments presented by Jim Cramer.
  • Do you agree with his analysis and projections?
  • What do you think will happen over the next six months or so?

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

Description: (Bloomberg) — Canadian convenience-store operator Alimentation Couche-Tard Inc. agreed to buy almost 2,200 gasoline stations in Europe from TotalEnergies SE for €3.1 billion ($3.3 billion).

Source: Yahoo.Finance.com

Date: Mar 16, 2023

Link: https://ca.finance.yahoo.com/news/couche-tard-buy-totalenergies-retail-080229157.html

Questions for discussion:

  • Financially speaking, what does this acquisition mean for Couche-Tard?
  • Is this a good opportunity for growth, in your opinion?

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

Description: There has been a lot of buzz about how AI might eventually replace lower-rank workers. But why not start with the highest-paid corporate executives?

Source: Thehustle.co

Date: Mar 11, 2023

Link: https://thehustle.co/should-we-automate-the-ceo/?utm_content=null&utm_source=Sailthru&utm_medium=email&utm_campaign=Wednesday%20Email&utm_term=4ABCD

Questions for discussion:

  • Summarize what the article says about AI in the work environment.
  • How have salaries changed over time?
  • What do you think about the arguments presented and the implications for careers, management and operations of businesses?

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

Description: Jason Helfstein, Oppenheimer & Co Managing Director – Head of Internet Research, joins Yahoo Finance Live to talk about Netflix’s password-sharing crackdown and the outlook for the company’s stock.

Source: Yahoo.Finance.com – video report

Date: Mar 14, 2023

Link: https://ca.finance.yahoo.com/video/netflix-investors-too-pessimistic-paid-204758846.html?contentType=VIDEO

Questions for discussion:

  • Why does Jason Helfstein think Netflix will succeed with its tier pricing and advertising plans?
  • What business model do you think Netflix and other streaming services should develop?
  • Are there strategies other than subscriptions and advertising?
  • Is Netflix a good investment at this time, in your opinion?

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

Description: Shares of WW International, also known as WeightWatchers, skyrocketed Tuesday after the company said it planned to buy Sequence, a telehealth platform that provides treatment for obesity.

Source: CNBC.com – video reports

Date: Mar 07, 2023

Link: https://www.cnbc.com/2023/03/07/weightwatchers-stock-surges-sequence-deal.html

Questions for discussion:

  • Explain why the stock soared?
  • How does this acquisition change the business model at the company?
  • How does this change management and operations?
  • How does the WW brand name help with future development?

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

Description: If you’re wondering why Silicon Valley Bank, one of the biggest lenders to tech start-ups, had to be taken over Friday by the Federal Deposit Insurance Corporation, one good place to look is the Federal Reserve.

Source: Nytimes.com

Date: Mar 10, 2023

Link: https://www.nytimes.com/2023/03/10/opinion/silicon-valley-bank-federal-reserve.html

Questions for discussion:

  • Explain the demise at SVB as described in the report?
  • What does this mean for other banks?

Posted by & filed under Economic Analysis, Financial analysis, Financial Planning, Growth & Valuation, Management Issues, Market Analysis, Personal Finance.

Description: The super-rich have an affinity for private equity investment, an appetite for risk, and copious savings, according to a study of wealth creation in Norway over 22 years.

Source: knowledge.wharton.upenn.edu

Date: Mar 7, 2023

Link: https://knowledge.wharton.upenn.edu/article/how-the-wealthiest-got-to-where-they-are/?utm_campaign=KatW2023&utm_medium=email&utm_source=kw_campaign_monitor&utm_term=3-8-2023&utm_content=How_the_Wealthiest_Got_to_Where_They_Are

Questions for discussion:

  • What does the research say is how the wealthiest people became so wealthy?
  • What do you think about this research and interpretation?
  • What lessons are there for average investors, in your opinion?

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

Description: Last two inflation pandemics only ended after real interest rates went big-time positive — almost to double-digits

Source: FinancialPost.com

Date: Feb 28, 2023

Link: https://financialpost.com/opinion/global-inflation-pandemic-wont-end-economy-hits-wall?utm_medium=Social&utm_source=Facebook&fbclid=IwAR1sws58ASzLstDBcfzlYtDA_ho92uRR3mi4pirYfp06AsF6WYrljrpRSv4#Echobox=1677599780

Questions for discussion:

  • What does the report say about inflation, interest rates, and the strategies used to control both?
  • What do believe will take place over 6the next year?
  • How should investors, businesses and consumers prepare?