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

Description: The price of the cryptocurrency fell almost 10% after the Tesla mogul hinted on Twitter that Bitcoin is overvalued.

Source: Entrepreneur.com

Date: Feb 22, 2021

Link: https://www.entrepreneur.com/article/365892?utm_source=newsletter&utm_medium=email

Questions for discussion:

  • What does the report say about the influence Elon Musk may have had on Bitcoin?
  • What do you think the effect of his involvement has had and might have in the future?
  • How should investors approach Bitcoin, in your opinion ?

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

Description: Rohan Oza and Brett Thomas, co-founders of CAVU Venture Partners, join Yahoo Finance to discuss what they find compelling in venture investing and break down the company’s criteria when selecting brands to invest in.

Source: Yahoo.Finance.com – video report

Date: Feb 22, 2021

Link: https://ca.finance.yahoo.com/video/appeal-investing-certified-b-corps-163752059.html

Questions for discussion:

  • What is the appeal of investing in B-Corps, according to the discussion?
  • What is the investing strategy behind CAVU?
  • Do you think this approach adds any additional “dividends” for investors?

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

Description: Rising Treasury yields are sending shivers through the stock market, particularly for highflying tech-related stocks. But history shows that when yields are rising “for the right reasons,” tech shares and cyclically sensitive stocks tend to thrive, according to Raymond James.

Source: MarketWatch.com

Date: Feb 22, 2021

Link: https://www.marketwatch.com/story/rising-bond-yields-mean-these-stock-market-sectors-have-the-most-to-gain-or-lose-11614014529?reflink=mw_share_email

Questions for discussion:

  • What are the concerns presented in the report?
  • What advice is presented to investors?
  • Do you agree with this analysis and recommendations?

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

Description: Shares of Canadian e-commerce giant Shopify Inc. entered correction territory on both the Toronto Stock Exchange and New York Stock Exchange Tuesday after the company announced it will issue more than one million shares to help fuel further growth

Source: BNNBloomberg.ca – video report

Date: Feb 23, 2021

Link: https://www.bnnbloomberg.ca/shopify-enters-correction-territory-after-stock-sale-announcement-1.1567595

Questions for discussion:

  • What explains the drop is current share value?
  • What are the longer term prospects for the company and shares?
  • Would you be a buyer or seller at this time?

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

Description: Welcome to our first-ever live podcast recording from Clubhouse (the new social audio app that is all the rage). This conversation was recorded this past Friday (February 19th, 2021). Our conversation this week is with my old friend, Jeremiah Owyang, to discuss the present and future of social audio, Clubhouse, smart audio, podcasting and beyond. Jeremiah is no stranger to this show. He is an industry analyst based in Silicon Valley who helps his clients solve how new technology connects companies to their customers. He is well recognized by both the tech industry and the media for his grounded approach to deriving insights through rigorous research. From corporate innovation, autonomous technology or modern wellbeing, he views every aspect of emerging technologies through the lens of growth, opportunity and constantly shifting consumer behaviors and expectations. Forever at the forefront, Jeremiah identifies trends and advises major companies to adapt their business models to better connect with customers. He also publishes numerous research reports, playbooks and frameworks to help businesses navigate change, improve customer experiences and identify trends before they happen. He used to work as an analyst for Forrester Research, co-founded Altimeter Group and many more. Currently, he is the founder at Catalyst Companies and Kaleido Insights. Like me, he is fascinated with this new space known as social audio and published, The Future of Social Audio: Startups, Roadmap, Business Models, and a Forecast. Plus, he works out of an awesome Airstream trailer. Enjoy the live conversation…

Source: SixPixels.com – podcast

Date: Feb 21, 2021

Link: https://www.sixpixels.com/articles/archives/jeremiah-owyang-on-the-future-of-social-audio-live-from-clubhouse-this-weeks-six-pixels-of-separation-podcast/

Questions for discussion:

  • What is social audio and why is it drawing so much attention from marketers and investors?
  • Summarize the key ideas discussed in the podcast.

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

Description: The motorcoach sector has been devastated by the drop in pandemic-era travel, but there’s been little federal aid for this 3,000-company transportation industry.

Source: Bloomberg.com

Date: Feb 23, 2021

Link: https://www.bloomberg.com/news/articles/2021-02-23/there-s-no-covid-bailout-for-the-bus-industry?srnd=premium

Questions for discussion:

  • What does the report say about the state of the motorcoach industry?
  • Do you think the government should do more to support those affected by the pandemic?
  • Is the industry likely to bounce back after the pandemic eases?

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

Description: Stocks actually are an inflation hedge but the market doesn’t see it that way

Source: MarketWatch.com

Date: Feb 18, 2021

Link: https://www.marketwatch.com/story/inflation-is-rising-and-so-are-investors-fears-about-stocks-11613703814?mod=home-page

Questions for discussion:

  • What does the report say about concerns over inflation and investors’ behaviors?
  • What do you think of the data and arguments presented?
  • Why are stocks a good hedge against inflation?

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

Description: Venture capital firms are venturing out of Silicon Valley and into hospitals, healthcare IT, and personal health. In 2010, just $211 million of digital health funding came from venture capitalists. That figure has ballooned in recent years to a colossal $14.82 billion in 2020—enough to produce “Avengers: Endgame” 41 times. That’s a lot of superhero sequels.

Source: eMarketer.com

Date: Feb 10, 2021

Link: https://www.emarketer.com/content/venturing-where-few-vc-funds-have-gone-before-digital-health?ecid=NL1001

Questions for discussion:

  • What explains the growth of venture capital financing into healthcare?
  • What does this mean for investors in this industry?

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

Description: The S&P 500 reversed lower in volatile trading on Tuesday, slipping from a record high as rising bond yields kept investors on edge.The broad equity benchmark erased a 0.4% gain to close 0.1% lower at 3,932.59. The tech-heavy Nasdaq Composite fell 0.3% to 14,047.50. The Dow Jones Industrial Average closed up 64.35 points, or 0.2%, to 31,522.75, eking out a record close.

Source: CNBC.com – video report

Date: Feb 15, 2021

Link: https://www.cnbc.com/2021/02/15/stock-market-open-to-close-news.html

Questions for discussion:

  • What is the connection between bond yields and the stock market?
  • How are they performing these days?
  • What would you advise investors to do?

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

Description: President Joe Biden’s revocation of the March 2019 permit enabling the construction of the Keystone XL pipeline will likely result in more crude-by-rail volumes, according to industry observers. But how much volumes will increase could largely depend on the price that heavy crude oil can fetch in the global market.

Source: Yahoo.Finance.com

Date: Feb 15, 2021

Link: https://finance.yahoo.com/news/keystone-pipeline-cancellation-means-crude-145130251.html

Questions for discussion:

  • What does the report say is likely to happen to Canadian oil transportation?
  • What does this mean for the transportation firms mentioned in the report?
  • Assuming oil prices recover as the pandemic fades, do you think these firms represent good growth potential?
  • What should investors do?