Goldman Sachs CEO on the benefits of low oil

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

Description: Goldman Sachs CEO Lloyd Blankfein says low oil prices are a net positive for the U.S. economy. Source: CNNMoney.com – video report Date: Feb 24, 2015 Link: http://money.cnn.com/video/investing/2015/02/24/lloyd-blankfein-goldman-sachs-oil.cnnmoney/ Questions for Discussions: Why does Lloyd Blankfein believe lower oil prices are good for the economy? How should investors be expected to respond if his understanding… Read more »

Is FOMO in tech startups driving valuation?

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

Description: Investor Bill Gurley says that investing too much money in new technologies may be cause for concern. Fortune’s Andrew Nusca and Erin Griffith discuss. Source: Fortune.com – video report Date: Feb 24, 2015 Link: http://for.tn/1BlY8qR Questions for Discussions: Summarize the concerns and the reasons for valuations. How do you think investors should approach this… Read more »

Banks and bonds

Posted by & filed under Economic Analysis, Growth & Valuation.

Description: David Rosenberg, chief economist at Gluskin Sheff and Associates, explains why banks might be investing in U.S. bonds Source: CBC.ca – video report Date: Feb 23, 2015 Link: http://www.cbc.ca/player/News/ID/2655447343/ Questions for Discussions: What does David Rosenberg suggest is happening in global markets today? Why would U.S. bonds be attractive to banks?

Apple ripe for a correction?

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

Description: Apple Inc. shares may be too hot for their own good. Source: MarketWatch.com Date: Feb 24, 2015 Link: http://www.marketwatch.com/story/apple-ripe-for-a-correction-2015-02-24 Questions for discussion: Explain the basis of this assessment. Do you agree with this assessment? What is driving Apple’s stock value?

How CrossFit Became A $4 Billion Brand

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

Description: CrossFit CEO Greg Glassman has turned the fitness industry on its head. He’s done it, I think, by making CrossFit a mirror image of himself. Source: Forbes.com Date: Feb 25, 2015 Link: http://www.forbes.com/sites/mikeozanian/2015/02/25/how-crossfit-became-a-4-billion-brand/ Questions for discussion: Explain the reasons for the extreme financial success of CrossFit. Do you think Greg Glassman can maintain growth… Read more »