Who loses if Apple buys Beats

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Description: By purchasing Dr. Dre-backed Beats, Apple would gain a music subscription service and high-end headphone maker. Time to play a funeral dirge for publicly traded Pandora and Skullcandy? Source: CNNMoney.com – video report Date: May 09, 2014 Link: http://money.cnn.com/video/investing/2014/05/09/investing-the-buzz-apple-skullcandy-pandora-beats.cnnmoney/index.html Questions for Discussions: Why is this deal bad news for competitors like Pandora and Skullcandy?… Read more »

Munger: ‘Finance needs a few prosecutions’

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Description: Warren Buffett’s right hand man, Charlie Munger, says banks are behaving better, but it’s important to charge some individuals with crimes to really change the culture. Source: CNN.com – video report Date: May 06, 2014 Link: http://money.cnn.com/video/news/2014/05/06/n-charlie-munger-bank-prosecution-criminal-charges-financial-crisis.cnnmoney/index.html Questions for Discussions: What does Charlie Munger have to say about controlling questionable behavior of top corporate… Read more »

K-Cups killing it for Keurig

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Description: Looks like short sellers betting against Keurig Green Mountain may be getting squeezed again. The stock is hotter than a freshly brewed K-Cup due to better-than-expected earnings and revenue. Source: CNNMoney.com – video report Date: May 08, 2014 Link: http://money.cnn.com/video/investing/2014/05/08/investing-the-buzz-keurig-green-mountain-coffee-roasters-starbucks.cnnmoney/index.html Questions for Discussions: Why do you think short sellers are drawn to this stock?… Read more »

Why Oil Prices Haven’t Gone Crazy

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Description: The oil markets have plenty of reasons to be spooked. In Libya, home to Africa’s largest reserves, production has fallen more than 80 percent since militias seized control of the country’s biggest ports last summer. Most of Iran’s oil remains trapped as well. Sanctions aimed at punishing Iran for its nuclear weapons program have crippled… Read more »

In Silicon Valley, Morgan Stanley Reigns

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Description: The Wall Street analyst-turned-blogger Henry Blodget called it “a disaster.” The Wall Street Journal labeled it a “botched offering.” And after Facebook’s much-criticized initial public offering in May 2012, Morgan Stanley’s vaunted technology investment banking team, the lead underwriter on the deal, looked as if it were down for the count. Source: NYTimes.com Date:… Read more »

Wall Street disconnects from LinkedIn

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Description: LinkedIn’s stock is having a dismal 2014 despite hitting a subscriber milestone of 300 million. Is the company just overvalued like we’ve seen with other tech stocks? Source: CNNMoney.com – video report Date: May 02, 2014 Link: http://money.cnn.com/video/investing/2014/05/02/investing-the-buzz-linkedin-social-media.cnnmoney/index.html Questions for Discussions: Summarize the financial performance of LinkedIn as described in this report. Do you… Read more »

Billionaires who control the strings

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Description: Dan Loeb, David Einhorn, Bill Ackman and Eddie Lampert are a breed of billionaires coined ‘activist investors’ who use their clout to influence change in companies. Source: CNNMoney.com – video report Date: May 01, 2014 Link: http://money.cnn.com/video/pf/2014/04/30/romans-ackman-icahn-eddie-lampoert-einhorn-herbalife.cnnmoney/index.html Questions for Discussions: What are ‘activist investors’, as defined by this report? How do they participate in… Read more »

Twitter is a #trainwreck

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Description: Twitter is great for journalists. But it seems to be losing momentum. Unless it adds more users, it will never be as successful a stock as Facebook. Source: CNNMoney.com – video report Date: Apr 30, 2014 Link: http://money.cnn.com/video/investing/2014/04/30/investing-the-buzz-twitter-facebook-social-media-mobile.cnnmoney/index.html Questions for Discussions: Why has Twitter stock not performed well, according to the report? Do you… Read more »

Top Clinton Aides Blew a Chance to Avert the Financial Crisis

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

Description: The U.S. economy and the stock market were booming on April 21, 1998, when the heaviest hitters of the Clinton administration met to discuss a controversial topic: whether the government should regulate a profitable but risky corner of the financial markets. Treasury Secretary Robert Rubin, the former Goldman Sachs (GS) co-chairman, attended. So did… Read more »

Why Only One Top Banker Went to Jail for the Financial Crisis

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Description: This article is a collaboration between The Times and ProPublica, the independent nonprofit investigative organization. Source: NYTimes.com Date: Apr 30, 2014 Link: http://www.nytimes.com/2014/05/04/magazine/only-one-top-banker-jail-financial-crisis.html?ref=business Questions for discussion: Summarize the key commentary about the financial crisis. Do you think the authorities have done their jobs or that more needs to be done about those responsible?