Description: China’s summer market selloff wasn’t a total rout if you were one of the country’s top-performing hedge funds that gained an average 70 percent as almost 1,300 other funds were wiped out. Source: Bloomberg.com – video report Date: Oct 29, 2015 Link: http://www.bloomberg.com/news/articles/2015-10-29/as-china-s-stock-market-crashed-these-hedge-funds-returned-70- Questions for Discussions: Summarize who won and who lost in China,… Read more »
Monthly Archives: November 2015
How snacking is helping this company thrive in today’s global economy
Description: Irene Rosenfeld, CEO of Mondelez International, sits down with Fortune’s Susie Gharib and discusses how the global trend to snack is helping the food conglomerate. Source: Fortune.com – video report Date: Oct 29, 2015 Link: http://for.tn/1NaLPBU Questions for discussion: How has management at Mondelez responded to global challenges, in terms of “controls”? Why would… Read more »
Opinion: These 3 big stocks with earnings power are strong buys
Description: Alphabet, McDonald’s, GM do not disappoint Source: MarketWatch.com Date: Oct 29, 2015 Link: http://www.marketwatch.com/story/these-3-big-stocks-with-earnings-power-are-strong-buys-2015-10-30?dist=lcountdown Questions for Discussions: What is the financial basis for buying these stocks? Do you agree with the assessments?
The Trouble With Saving 21 Trillion Yuan
Description: China’s public institutions stuff their cash in banks. Source: Bloomberg.com Date: Oct 29, 2015 Link: http://www.bloomberg.com/news/articles/2015-10-29/china-s-trouble-with-saving-21-trillion-yuan Questions for discussion: Summarize the concerns raised in this article? How should investors outside of China deal with this assessment?
Bill Ackman’s Defense Of Valeant Pharmaceuticals Takes Long View On Drugmaker’s Woes
Description: Pershing Square’s Bill Ackman wasn’t able to convince Wall Street once and for all whether embattled drugmaker Valeant Pharmaceuticals can recover from its woes or will continue heading south. Source: Forbes.com Date: Oct 30, 2015 Link: http://www.forbes.com/sites/antoinegara/2015/10/30/bill-ackmans-defense-of-valeant-pharmaceuticals-takes-long-view-on-drugmakers-woes/ Questions for discussion: What does the article say about Bill Ackman’s strategic thinking? Do you agree?
