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

Description: Can Mark Zuckerberg assure investors — and Congress — that Facebook is going to make some big changes? Wall Street has punished Facebook’s stock since the Cambridge Analytica data scandal. Facebook (FB) is down nearly 10% this year.

Source: CNNMoney.com – video report

Date: Apr 09, 2018

Link: http://money.cnn.com/2018/04/09/investing/facebook-stock-mark-zuckerberg-cambridge-analytica/index.html

Questions for discussion:

  • Do you agree with the sentiment in this report about the future problems facing Facebook and its investors?
  • Is this an opporunity to buy FB shares at discount prices?

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

Description: Washington’s increased scrutiny of technology giants could spell trouble for their stocks, if history is any guide.

Source: CNBC.com – video report

Date: Apr 09, 2018

Link: https://www.cnbc.com/2018/04/09/bank-of-americas-hartnett-warns-tech-may-end-up-like-tobacco-banks.html

Questions for discussion:

  • What do the charts say about the effect of increased government regulations on stocks?
  • What risk is there for tech stocks, in your opinion?

Posted by & filed under Market Analysis, Personal Finance.

Description: Are we in a bear market for bonds? Bond luminary Bill Gross thinks so. Earlier this year, he suggested that the more than 35-year-old bull market that started in 1981, when the 10-year Treasury bond topped out at 15.6 percent, ended in 2016, when rates bottomed at 1.45 percent.

Source: CNBC.com

Date: Apr 09, 2018

Link: https://www.cnbc.com/2018/04/09/where-the-bonds-are-the-outlook-for-fixed-income.html

Questions for discussion:

  • What are the arguments suggesting bonds are entering a bear market?
  • Do you agree with the analysis?
  • What should investors do?

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

Description: In his new book Unscaled, Hemant Taneja says the era of regulation-free growth is coming to an end, and entrepreneurs need to adapt.

Source: FastCompany.com

Date: Apr 07, 2018

Link: https://www.fastcompany.com/40554409/its-time-to-regulate-big-tech-says-vc-who-helped-create-it?utm_source=postup&utm_medium=email&utm_campaign=Fast%20Company%20Daily&position=4&partner=newsletter&campaign_date=04092018

Questions for discussion:

  • Summarize the issues presented in this report that investors should be concerned with.
  • What does this mean for growth projections of compamnies like Facebook and Google?
  • Do you agree that “scale has run its course”?

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

Description: Over the last 50 years, the New York Stock Exchange has outperformed all of its constituent companies. To beat this performance, companies will have to build internal markets for resource allocation.

Source: GaryHamel.com

Date: Apr 08, 2018

Link: http://www.garyhamel.com/video/why-investor-smarter-your-ceo

Questions for discussion:

  • What are the lessons for management and organizations to consider, as argued by Gary Hamel?
  • Do you think organization are likely to change allocations of resources and decision-making structures?
  • How can individual managers encourage change?

 

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

Description: Big companies are under the microscope. A spate of mega mergers and the growing power of online giants like Amazon and Facebook have spurred calls for greater oversight of large corporations and stricter enforcement of antitrust rules.

Source: CNNMoney.com – video report

Date: Apr 07, 2018

Link: http://money.cnn.com/2018/04/07/news/economy/big-business-atkinson/index.html

Questions for discussion:

  • What are the basic arguments presented in this report?
  • Do you agree with this sentiment?

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

Description: America’s beloved liquid spirit is caught in the cross hairs of Washington and Beijing’s trade battle.

Source: CNBC.com – video report

Date: Apr 07, 2018

Link: https://www.cnbc.com/2018/04/06/bourbon-americas-native-spirit-is-caught-in-the-cross-hairs-of-trumps-trade-war.html

Questions for discussion:

  • How have the threats over tarriffs and trade affected this industry?
  • How should investors handle the stocks affected by the current climate?
  • How might companies respond if tarriffs are raised?

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

Description: With all the car-making troubles that are hounding Tesla Inc. these days — from the Model 3 bottlenecks to the furious cash burn — it’s easy to overlook the company’s SolarCity headache.

Source: Bloomberg.com

Date: Apr 06, 2018

Link: https://www.bloomberg.com/news/articles/2018-04-06/hidden-by-model-3-mess-tesla-s-other-problem-is-about-to-emerge

Questions for discussion:

  • What does the report say about the financial problems at Tesla?
  • What are the solutions?
  • How should investors respond to this report?

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

Description: Vanguard founder Jack Bogle has been around the block. The 88-year-old investing titan, who is basically the father of passive investing, says this renewed regime of volatility in stocks is uncanny.

Source: MarketWatch.com – video report

Date: Apr 07, 2018

Link: https://www.marketwatch.com/story/bogle-says-hes-never-seen-a-market-this-volatile-to-this-extent-in-my-career-2018-04-05

Questions for discussion:

  • What does Jack Bogle say about the current level of volatility?
  • What should investors do?

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

Description: Big corporations — giant retailers and health insurance companies — are teaming up to become your doctor.

Source: NYTimes.com

Date: Apr 07, 2018

Link: https://www.nytimes.com/2018/04/07/health/health-care-mergers-doctors.html

Questions for discussion:

  • What is happening to the business of medical practice?
  • Why is this happening?
  • Is this a good thing, in your opinion?
  • Should governments intervene?