Allergan CEO Talks Mergers and Acquisitions Past and Future

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

Description: Brent Saunders sits down with Fortune’s Susie Gharib to discuss buying Actavis and his merger talks with Pfizer. Source: Fortune.com – video report Date: Nov 12, 2015 Link: http://for.tn/1NsY9t5 Questions for discussion: Summarize the reasons given by Brent Saunders for more and more mergers taking place. What do you think about his explanation and… Read more »

Is there a bubble in tech valuations?

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

Description: There are now more than 140 unicorns with a combined valuation of over $78 billion — are some of them overvalued? Source: CNNMoney.com – video report Date: Nov 11, 2015 Link: http://money.cnn.com/video/technology/2015/11/11/is-there-a-bubble-in-tech-valuations.cnnmoney/ Questions for Discussions: Summarize the arguments presented in this report for and against. Do you think there is a bubble?

Pharma exec Martin Shkreli may be an ass, but he’s only taking advantage of warped U.S. regulatory incentives

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

Description: Avoiding toxoplasmosis generally comes down to washing your hands after handling soiled kitty litter and cooking meat properly. Source: FinancialPost.com Date: Nov 12, 2015 Link: http://business.financialpost.com/financial-post-magazine/pharma-exec-martin-shkreli-may-be-an-ass-but-hes-only-taking-advantage-of-warped-u-s-regulatory-incentives Questions for discussion: Summarize the issues raised in this article? Is there a regulatory problem?

Huge Valeant Stake Exposes Rift at Sequoia Fund

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

Description: For more than four decades, the Sequoia Fund has been the envy of Wall Street, one of the rare funds to consistently beat the market. Known for its close ties to Warren E. Buffett, the fund at its peak managed more than $9 billion. Source: NYTimes.com Date: Nov 12, 2015 Link: http://www.nytimes.com/2015/11/13/business/huge-valeant-stake-exposes-rift-at-sequoia-fund.html?ref=business&_r=0 Questions for… Read more »

Is the Keystone XL Pipeline the Right Energy Debate?

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

Description: Andrew Winston, Winston Eco-Strategies founder and author of “The Big Pivot,” discusses President Barack Obama’s rejection of TransCanada’s bid to build the Keystone XL pipeline. He speaks with Bloomberg’s Scarlet Fu and Alix Steel on “Bloomberg Markets.” (Source: Bloomberg) Source: Bloomberg.com – video report Date: Nov 7, 2015 Link: http://www.bloomberg.com/news/videos/2015-11-06/is-the-keystone-xl-pipeline-the-right-energy-debate- Questions for discussion: Summarize… Read more »

Was Obama Wrong?: Why U.S. Needs Keystone Pipeline

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

Description: Texas Republican Senator Blake Farenthold discusses President Obama’s decision to reject the Keystone Pipeline with Betty Liu on “Bloomberg Markets.” (Source: Bloomberg) Source: Bloomberg.com – video report Date: Nov 6, 2015 Link: http://www.bloomberg.com/news/videos/2015-11-06/was-obama-wrong-why-u-s-needs-keystone-pipline Questions for discussion: What are the arguments presented by Senator Blake Farenthold favoring Keystone? Do you agree with his assessment?

How Uber plays the tax shell game

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

Description: The car-hailing phenom is viewed by many as the model for the 21st century corporation. You should see how state-of-the-art it is when it comes to minimizing its tax bill. Source: Fortune.com – video report Date: Oct 22, 2015 Link: http://fortune.com/2015/10/22/uber-tax-shell/ Questions for discussion: Summarize the issues raised in this article? Is there a… Read more »

Why Alibaba Agreed to Buy Video Service Youku

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

Description: Shaun Rein, China Market Research Group’s managing director, Maha Ibrahim, Canaan Partners general partner, and Bloomberg’s Brad Stone discuss Alibaba’s agreement to buy video service Youku Tudou and its competition with Amazon. They speak with Bloomberg’s Emily Chang on “Bloomberg West.” (Source: Bloomberg) Source: Bloomberg.com – video report Date: Nov 7, 2015 Link: http://www.bloomberg.com/news/videos/2015-11-07/why-alibaba-agreed-to-buy-video-service-youku… Read more »