Description: eMarketer senior forecasting analyst Cindy Liu discusses our recent forecast revisions for Roku’s ad business. Source: eMarketer.com – video report Date: Oct 24, 2019 Link: https://www.emarketer.com/content/daily-forecast-roku-s-ad-business-continues-to-gain?ecid=NL1001 Questions for discussion: What are the positive indicators that have led to revisions for Roku’s ad business? How would you suggest investors interpret and use this information?
Monthly Archives: October 2019
Lawmakers pummel Zuckerberg but don’t have a clue how to regulate cryptocurrency
Description: The rapid pace of technological change provides a breathtaking opportunity to challenge and change the world. We are moving toward a technology space that is swift, connected and digitized. This will not only reshape industries but also the regulatory frameworks around them. Source: CNBC.com – video report Date: Oct 25, 2019 Link: https://www.cnbc.com/2019/10/24/digital-currency-helps-the-1point7b-underbanked-and-money-launderers-too.html Questions… Read more »
A star stock picker is closing his fund because investors told him that style doesn’t work anymore
Description: Star stock picker and longtime money manager Jeffrey Vinik explained Thursday that he’s shuttering his hedge fund because would-be investors balked at his investment strategy, a reluctance that ultimately capped how much his relaunched firm was able to raise. Source: CNBC.com – video report Date: Oct 24, 2019 Link: https://www.cnbc.com/2019/10/24/jeff-vinik-says-hes-ending-fund-because-investors-doubt-his-strategy.html Questions for discussion: Why… Read more »
Foreigners are ditching Canadian stocks as flows dip to 7-year low
Description: Canada’s $2.2 trillion stock market has hit multiple records this year but that’s not impressing foreign investors. Source: BNNBloomberg.com – video report Date: Oct 24, 2019 Link: https://www.bnnbloomberg.ca/foreigners-are-so-over-canada-stocks-as-flows-dip-to-7-year-low-1.1336836 Questions for discussion: Explain what the report says is happening in Canada’s stock markets. Do you think this is a good time to be a contrarian?
How a VC Wants to Be Pitched
Description: Accel partner Andrew Braccia breaks down the basics of selling your idea to venture capitalists Source: Entrepreneur.com Date: Oct 23, 2019 Link: https://www.entrepreneur.com/article/341165?utm_source=newsletter&utm_medium=email Questions for discussion: Summarize the key items of advice presented in this report. What else would you suggest to those presenting to venture capitalists?
Facebook News launches with hand-picked stories from major publishers
Description: Facebook announced on Friday the launch of Facebook News, a new section of the social network that will show users a personalized selection of news stories. Source: CNBC.com Date: Oct 25, 2019 Link: https://www.cnbc.com/2019/10/25/facebook-news-new-product-will-pay-publishers-highlight-news-stories.html Questions for discussion: How will this revenue sharing plan work? Do you think it will boost subscriptions? How should this feature… Read more »
The economy could shock all the bears in 2020
Description: Sometimes being contrarian in markets pays off handsomely. And that appears to be the line of thinking at the world’s largest asset manager BlackRock as the calendar gets ready to turn to 2020. Source: Yahoo.Finance.com – video report Date: Oct 17, 2019 Link: https://finance.yahoo.com/news/the-economy-could-shock-all-the-bears-in-2020-194835472.html Questions for discussion: What does Mike Pyle say is happening… Read more »
Jim Cramer Identifies the 7 Deadly Investing Sins in a Rotational Market
Description: The market is rotating out of higher-multiple stocks into lower-multiple stocks, and Jim Cramer is here for it. Source: TheStreet.com – video report Date: Oct 17, 2019 Link: https://www.thestreet.com/video/jim-cramer-identifies-the-7-deadly-investing-sins-in-a-rotational-market-15130726 Questions for discussion: What does Jim Cramer say is happening and what investors should do? Do agree with his assessment and advice?
Netflix soars 8% after beating on earnings, despite miss on subscribers
Description: Shares of Netflix surged 8% in premarket trading after the company late Wednesday released its earnings report for the third quarter. The company reported mixed results, with an earnings beat and a miss on domestic subscriber adds, while revenue slightly missed analysts’ expectations. Source: CNBC.com – video report Date: Oct 16, 2019 Link: https://www.cnbc.com/2019/10/16/netflix-q3-2019-earnings.html Questions for discussion: Summarize… Read more »
Recession odds in Canada’s crude, condo and cannabis economy
Description: Canada’s economy has been a bright spot in the dimming global economy — but perhaps not for much longer, according to several bold calls at Bloomberg’s Canadian Fixed Income Conference Wednesday. Source: BNNBloomberg.com – video report Date: Oct 17, 2019 Link: https://www.bnnbloomberg.ca/recession-odds-in-canada-s-crude-condo-and-cannabis-economy-1.1332984 Questions for discussion: What does David Rosenberg say is happening in the… Read more »