Twitter’s Challenge: Updating a Product Users Love to Hate

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

Description: An uproar this weekend over a possible change to how tweets are displayed gave Chief Executive Officer Jack Dorsey a stark reminder of how hard it’s going to be to fix Twitter Inc. Source: Bloomberg.com – video report Date: Feb 07, 2016 Link: http://www.bloomberg.com/news/articles/2016-02-07/twitter-s-challenge-updating-a-product-users-love-to-hate Questions for Discussions: Summarize the arguments presented for a potential merger… Read more »

For Some, It’s Time to Look Overseas Again

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

Description: Your portfolio of American stocks may have suffered lately but, to judge from major indexes, your portfolio of foreign stocks has probably done much worse for far longer. Source: NYTimes.com Date: Feb 14, 2016 Link: http://www.nytimes.com/2016/02/14/your-money/for-some-its-time-to-look-overseas-again.html?ref=business&_r=0 Questions for discussion: Summarize the analysis and recommendations to investors in this report. Do you agree with the… Read more »

5 worst investment calls of this century

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

Description: Subprime ‘contained’? Gold at $5,000? No housing bubble? Here are the worst of the worst Source: MarketWatch.com Date: Feb 11, 2016 Link: http://www.marketwatch.com/story/opinion-the-5-worst-investment-calls-of-this-century-2016-02-11 Questions for discussion: How would you explain the poor judgments in each of these cases? What lessons can be learned in today’s economy from these colossal errors?

Pharma CEO on $1 cancer drug

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Description: Mark Baum, Imprimis Pharmaceuticals CEO, explains how his company is able to make a Daraprim drug alternative more accessible to patients. Source: CNNMoney.com – video report Date: Feb 04, 2016 Link: http://money.cnn.com/video/news/2016/02/04/imprimis-ceo-daraprim-drug-price.cnnmoney/index.html Questions for discussion: What is the basis for criticizing the pharmaceutical industry? Do you believe there will be greater legal and regulatory… Read more »

Forget oil stocks. Banks are killing your portfolio

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Description: Shares in some of the world’s biggest banks are plunging. Financial stocks in the S&P 500 are down more than 11% so far this year. That’s worse than oil, energy stocks, and even the emerging markets index. European banks have fallen even further. Source: CNNMoney.com – video report Date: Feb 04, 2016 Link: http://money.cnn.com/2016/02/05/investing/bank-stocks-worse-than-oil/index.html?iid=hp-toplead-dom… Read more »

The World’s Favorite New Tax Haven Is the United States

Posted by & filed under Governments & Regulators, Growth & Valuation, Management Issues.

Description: Moving money out of the usual offshore secrecy havens and into the U.S. is a brisk new business. Source: Bloomberg.com Date: Jan 27, 2016 Link: http://www.bloomberg.com/news/articles/2016-01-27/the-world-s-favorite-new-tax-haven-is-the-united-states Questions for Discussions: What does the article say about the secret movement of money into the U.S.? What do think is motivating this rising tide? Do you consider… Read more »

Deal Shows Investors Are Willing to Make a Blind Bet on Uber

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Description: A deal about to close on Wall Street illustrates just how much some investors are willing to give up to gain a piece of the hottest start-up. Source: NYTimes.com Date: Feb 04, 2016 Link: http://www.nytimes.com/2016/02/05/business/dealbook/deal-shows-investors-are-willing-to-make-a-blind-bet-on-uber.html?ref=business&_r=0 Questions for discussion: How are investors able to participate in Uber, under the terms described in the article? How… Read more »