Description: Brownsville has its troubles, but it’s also starting to draw attention for its thriving collection of distinctive taquerias. Source: NYTimes.com Date: Feb 25, 2020 Link: https://www.nytimes.com/2020/02/25/dining/tacos-brownsville-texas.html?action=click&module=Top%20Stories&pgtype=Homepage Questions for discussion: How has Brownsville responded to the economic challenges it is facing? What else could this community capitalize on because of its location, culture and history?
Posts By: Brahm Canzer
Description: In 2018 a new word entered Silicon Valley’s lexicon: the “techlash”, or the risk of a consumer and regulatory revolt against big tech. Today that threat seems empty. Even as regulators discuss new rules and activists fret about the right to privacy, the shares of the five biggest American tech firms have been on a… Read more »
Description: The way markets have been acting this year, treating high-quality American assets as a haven, makes sense. But even a sensible move can reach extremes and create distortions. Source: CNBC.com Date: Feb 15, 2020 Link: https://www.cnbc.com/2020/02/15/investors-are-flocking-to-the-largest-us-growth-stocks-as-concerns-rise-over-the-global-economy.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail Questions for discussion: What does the article suggest is driving stocks and investors’ decisions? What would snap this… Read more »
Description: Two winning fund managers pick some favorite cash-generating stocks Source: MarketWatch.com Date: Feb 20, 2020 Link: https://www.marketwatch.com/story/9-secrets-of-dividend-investing-from-a-couple-of-stock-pros-who-beat-the-market-2020-02-19?mod=home-page Questions for discussion: What are the key financial ratios considered by these analysts? Do you think their strategy still makes sense in today’s environment?
Description: In Uber’s earnings report last week, the acronym EBITDA showed up 42 times. Pinterest used it 25 times the same day. The term showed up 33 times in Lyft’s report this week, while Yelp included it 39 times in its earnings release after the close of trading on Thursday. Source: CNBC.com – video report Date: Feb 15, 2020 Link: https://www.cnbc.com/2020/02/15/why-ebitda-earnings-are-used-by-so-tech-companies-like-uber-and-yelp.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail Questions for… Read more »
Description: Financial Post reporter James McLeod talks about Shopify’s earnings report and explains what the company’s revenue growth means. Source: FinancialPost.com – video report Date: Feb 20, 2020 Link: https://www.youtube.com/watch?time_continue=14&v=FxxDTBUseWc&feature=emb_title Questions for discussion: What is the Shopify business model? Why do you think the stock value is rising so much and so quickly? Do you… Read more »
Description: Roku CEO Anthony Wood talks about Roku’s business model, streaming technology and it’s relationship with content providers like Disney. Source: CNBC.com – video report Date: Feb 15, 2020 Link: https://www.cnbc.com/video/2020/02/14/watch-cnbcs-full-interview-with-roku-ceo-anthony-wood.html Questions for discussion: Summarize the key points made by Anthony Wood favouring the growth of streaming and Roku in particular. How is Roku complementing… Read more »
Description: Updated favorites are sweet nostalgia for parents—and they just might separate today’s teens from their smartphones. Source: Bloomberg.com Date: Feb 21, 2020 Link: https://www.bloomberg.com/news/articles/2020-02-21/board-games-from-the-80s-are-rebooted-for-generation-x?srnd=premium Questions for discussion: Do you think this strategy of rejuvenating older board games and hobbies will succeed? What favors trying? How is Kickstarter helping this industry?
Description: For decades investing legend Bob Farrell was a top Wall Street strategist known for predicting changes in overall stock market direction. Source: CNBC.com – video report Date: Feb 11, 2020 Link: https://www.cnbc.com/2020/02/11/this-wall-street-legends-10-rules-for-investing-are-very-applicable-to-this-bull-market.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail Questions for discussion: What do you think about these rules and their significance at this time? What do they suggest to investors… Read more »
Description: There have probably never been as many characteristics of a top as we are experiencing today Source: FinancialPost.com Date: Feb 07, 2020 Link: https://business.financialpost.com/investing/investing-pro/david-rosenberg-this-turbocharged-debt-cycle-will-end-miserably-its-just-a-matter-of-when Questions for discussion: What does David Rosenberg say about markets and what investors should be prepared for? Do you agree?