Facebook is the worst of the Big Tech stocks

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

Description: Can Mark Zuckerberg assure investors — and Congress — that Facebook is going to make some big changes? Wall Street has punished Facebook’s stock since the Cambridge Analytica data scandal. Facebook (FB) is down nearly 10% this year. Source: CNNMoney.com – video report Date: Apr 09, 2018 Link: http://money.cnn.com/2018/04/09/investing/facebook-stock-mark-zuckerberg-cambridge-analytica/index.html Questions for discussion: Do you agree with the… Read more »

A chart of technology stocks suggests they may collapse in a regulatory-driven sell-off similar to tobacco and banks

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

Description: Washington’s increased scrutiny of technology giants could spell trouble for their stocks, if history is any guide. Source: CNBC.com – video report Date: Apr 09, 2018 Link: https://www.cnbc.com/2018/04/09/bank-of-americas-hartnett-warns-tech-may-end-up-like-tobacco-banks.html Questions for discussion: What do the charts say about the effect of increased government regulations on stocks? What risk is there for tech stocks, in your… Read more »

It’s Time To Regulate Big Tech, Says VC Who Helped Create It

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Description: In his new book Unscaled, Hemant Taneja says the era of regulation-free growth is coming to an end, and entrepreneurs need to adapt. Source: FastCompany.com Date: Apr 07, 2018 Link: https://www.fastcompany.com/40554409/its-time-to-regulate-big-tech-says-vc-who-helped-create-it?utm_source=postup&utm_medium=email&utm_campaign=Fast%20Company%20Daily&position=4&partner=newsletter&campaign_date=04092018 Questions for discussion: Summarize the issues presented in this report that investors should be concerned with. What does this mean for growth projections of compamnies… Read more »

Why An Investor is Smarter Than Your CEO

Posted by & filed under Growth & Valuation, Market Analysis, Personal Finance.

Description: Over the last 50 years, the New York Stock Exchange has outperformed all of its constituent companies. To beat this performance, companies will have to build internal markets for resource allocation. Source: GaryHamel.com Date: Apr 08, 2018 Link: http://www.garyhamel.com/video/why-investor-smarter-your-ceo Questions for discussion: What are the lessons for management and organizations to consider, as argued… Read more »

The case for big business in America

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Description: Big companies are under the microscope. A spate of mega mergers and the growing power of online giants like Amazon and Facebook have spurred calls for greater oversight of large corporations and stricter enforcement of antitrust rules. Source: CNNMoney.com – video report Date: Apr 07, 2018 Link: http://money.cnn.com/2018/04/07/news/economy/big-business-atkinson/index.html Questions for discussion: What are the basic arguments presented in… Read more »

Bourbon, America’s native spirit, is caught in the cross hairs of Trump’s trade war

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Description: America’s beloved liquid spirit is caught in the cross hairs of Washington and Beijing’s trade battle. Source: CNBC.com – video report Date: Apr 07, 2018 Link: https://www.cnbc.com/2018/04/06/bourbon-americas-native-spirit-is-caught-in-the-cross-hairs-of-trumps-trade-war.html Questions for discussion: How have the threats over tarriffs and trade affected this industry? How should investors handle the stocks affected by the current climate? How might… Read more »

Tesla Has a Problem, and It’s Not the Model 3

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

Description: With all the car-making troubles that are hounding Tesla Inc. these days — from the Model 3 bottlenecks to the furious cash burn — it’s easy to overlook the company’s SolarCity headache. Source: Bloomberg.com Date: Apr 06, 2018 Link: https://www.bloomberg.com/news/articles/2018-04-06/hidden-by-model-3-mess-tesla-s-other-problem-is-about-to-emerge Questions for discussion: What does the report say about the financial problems at Tesla? What are… Read more »

Bogle on stock turbulence: ‘never seen a market this volatile to this extent in my career’

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Description: Vanguard founder Jack Bogle has been around the block. The 88-year-old investing titan, who is basically the father of passive investing, says this renewed regime of volatility in stocks is uncanny. Source: MarketWatch.com – video report Date: Apr 07, 2018 Link: https://www.marketwatch.com/story/bogle-says-hes-never-seen-a-market-this-volatile-to-this-extent-in-my-career-2018-04-05 Questions for discussion: What does Jack Bogle say about the current level… Read more »

The Disappearing Doctor: How Mega-Mergers Are Changing the Business of Medical Care

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

Description: Big corporations — giant retailers and health insurance companies — are teaming up to become your doctor. Source: NYTimes.com Date: Apr 07, 2018 Link: https://www.nytimes.com/2018/04/07/health/health-care-mergers-doctors.html Questions for discussion: What is happening to the business of medical practice? Why is this happening? Is this a good thing, in your opinion? Should governments intervene?