Oil could go below $65 per barrel: Deshpande

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

Description: Natixis Oil Market Analyst Abhishek Deshpande discusses the possibilities for the price of oil post the current OPEC meeting. He speaks with Francine Lacqua and Guy Johnson on Bloomberg (Source: Bloomberg) Source: Bloomberg.com – video report Date: Nov 27, 2014 Link: http://www.bloomberg.com/video/oil-could-go-below-65-per-barrel-deshpande-XdO9Eb75S3OzvtNQPI0mLw.html Questions for Discussions: What is Abhishek Deshpande’s assessment of current and future… Read more »

How Oil’s Price Plunge Impacts Wall Street?  

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Description: Energy Aspects Geopolitical Analyst Richard Mallinson discusses the price of oil. He speaks on “Bloomberg Surveillance.” (Source: Bloomberg) Source: Bloomberg.com – video report Date: Nov 28, 2014 Link: http://www.bloomberg.com/video/opec-keeps-producing-cedes-no-ground-to-u-s-shale-oil-7cTjM8eeQsGWTn9TtLTflg.html Questions for Discussions: What is Richard Mallinson’s view of lower oil prices on Wall Street? Do you agree?

The problem with hedge funds

Posted by & filed under Financial analysis, Growth & Valuation.

Description: AQR Capital Management co-founder, Cliff Asness, breaks down some pros and cons of hedge funds. Source: Fortune.com – video report Date: Nov 24, 2014 Link: http://for.tn/1tflPYk Questions for Discussions: What does Cliff Asness have to say about hedge funds and hedge fund investors? What do you think of his commentary?

Failed Allergan Deal Strains Valeant’s Business Model

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

Description: Valeant Pharmaceuticals just spent the year in the “make William Ackman even richer” business. Source: NYTimes.com Date: Nov 26, 2014 Link: http://dealbook.nytimes.com/2014/11/26/failed-allergan-deal-strains-valeants-business-model/ Questions for Discussions: Summarize the events described in this takeover battle. Who benefited the most? Were there any ”losers”?