Description: With the year 2020 marked by long-anticipated consolidation among third-party restaurant delivery services, will 2021 bring long-needed reconciliation with their drivers and the restaurant industry at large? Source: mediapost.com Date: Jan 05, 2021 Link: https://www.mediapost.com/publications/article/359207/third-party-food-delivery-from-consolidation-to-r.html?utm_source=newsletter&utm_medium=email&utm_content=headline&utm_campaign=120970&hashid=mI87WHEHTLqABop5-niE5Q Questions for discussion: Why should investors expect to see consolidation in this industry? Do you think the reported valuation… Read more »
Monthly Archives: January 2021
Canadian M&A seen picking up after hitting 9-year low in 2020
Description: Arrival of vaccines expected to improve public confidence in an economic recovery and revive deal-making, say bankers Source: FinancialPost.com – video report Date: Jan 07, 2021 Link: https://financialpost.com/investing/canadian-ma-seen-picking-up-after-hitting-9-year-low-in-2020 Questions for discussion: Explain why M & A is expected to pick up? Do you agree with this analysis? What would you advise investors do at… Read more »
It’s no surprise that Amazon, Berkshire, JPM health venture Haven is disbanding: Experts
Description: The news that Haven, the joint health-care venture between Amazon (AMZN), Berkshire Hathaway (BRK-A, BRK-B) and JPMorgan (JPM), will disband next month came as no surprise to many health care experts. Source: Yahoo.Finance.com – video report Date: Jan 04, 2021 Link: https://ca.finance.yahoo.com/news/its-no-surprise-that-amazon-berkshire-jpm-health-venture-haven-is-disbanding-experts-213818212.html Questions for discussion: Why did Haven fail to disrupt the health care industry? How significant… Read more »
Chinese electric car company Nio doubles deliveries in 2020 as local competition ramps up for Tesla
Description: BEIJING — China’s homegrown Tesla rivals are racking up sales in the world’s largest auto market. Source: CNBC.com – video report Date: Jan 04, 2021 Link: https://www.cnbc.com/2021/01/04/chinese-electric-car-start-up-nio-doubles-deliveries-as-tesla-competition-rises.html Questions for discussion: How important do you think branding is for all of these competitors in the global market? Do you think Tesla remains a good investment at this… Read more »
‘The consumer is really the winner here’: Mark Boidman on streaming
Description: Mark Boidman, P.J. Solomon Head of Marketing & Media/Tech Services, joins Yahoo Finance’s Zack Guzman and Akiko Fujita to take a look back on the major streaming companies in 2020, and see what 2021 has in store for them as well. Source: Yahoo.Finance.com Date: Dec 30, 2020 Link: https://ca.finance.yahoo.com/video/consumer-really-winner-mark-boidman-170457509.html Questions for discussion: Summarize the… Read more »
The Antitrust Case Against Big Tech, Shaped by Tech Industry Exiles
Description: Regulators are relying on insiders like Dina Srinivasan, who left her digital ad job after concluding that “Facebook and Google were going to win and everybody else is going to lose.” Source: NYTimes.com Date: Dec 20, 2020 Link: https://www.nytimes.com/2020/12/20/technology/antitrust-case-google-facebook.html Questions for discussion: What is the basis of the accusations against Big Tech? Do you… Read more »
Boeing 737 Max set to return to U.S. skies after crashes
Description: MIAMI — American Airlines on Tuesday is set to operate the first U.S. commercial flight of Boeing’s 737 Max since two deadly crashes prompted a worldwide grounding of the planes in March 2019. Source: CNBC.com – video report Date: Dec 29, 2020 Link: https://www.cnbc.com/2020/12/29/737-max-returns-to-the-us-after-deadly-crashes.html Questions for discussion: What are the financial implication for Boeing if passengers are… Read more »
From ‘selling travel’ to ‘not owning Tesla’: Money managers’ best and worst decisions of 2020
Description: From ‘selling travel’ to ‘not owning Tesla’: Money managers’ best and worst decisions of 2020 Source: FinancialPost.com – video report Date: Dec 31, 2020 Link: https://www.bnnbloomberg.ca/from-selling-travel-to-not-owning-tesla-money-managers-best-and-worst-decisions-of-2020-1.1540602?jwsource=cl Questions for discussion: Summarize the analysis presented by Barry Schwartz. Do you agree with his assessments and predictions?
How China’s economy bounced back one year after first Covid warning: CNBC After Hours
Description: How China’s economy bounced back one year after first Covid warning: CNBC After Hours Source: CNBC.com – video report Date: Dec 30, 2020 Link: https://www.cnbc.com/video/2020/12/30/how-chinas-economy-bounced-back-one-year-after-first-covid-warning-coronavirus-wuhan.html Questions for discussion: Summarize the highlights in this report. Which industries were hit worst of all by Covid-19? How do you think 2021 will play out around the world?
Tesla’s Musk claims ‘during dark days of Model 3’ he sought an Apple buyout
Description: Elon Musk on Tuesday wasn’t about to let Apple Inc, suck up all the oxygen on Wall Street, on the back of reports that the iPhone maker was again considering rolling out an electric vehicle of its own by 2024. Source: MarketWatch.com Date: Dec 22, 2020 Link: https://www.marketwatch.com/story/teslas-musk-claims-during-dark-days-of-model-3-he-sought-an-apple-buyout-11608675875 Questions for discussion: Would a merger… Read more »
