As Roku Plunges, CFO Advises Looking Past ‘A Bit of Noise’

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Description: Roku’s shares plummeted after Wednesday’s earnings report offered no upside to Q4 revenue forecasts, but CFO Steve Louden was upbeat about the arrival of Apple TV+ and Disney+. Source: TheStreet.com – video report Date: Nov 07, 2019 Link: https://www.thestreet.com/technology/roku-plunges-cfo-advises-looking-past-noise-15158142 Questions for discussion: Why did the stock price fall? Do you think this presents an… Read more »

‘Another nail in the coffin’: BlackBerry president jumps ship

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Description: BlackBerry Ltd. says its president and chief operating officer, Bryan Palma, has left the company after less than a year in the job. Source: BNNBloomberg.com – video report Date: Nov 06, 2019 Link: https://www.bnnbloomberg.ca/another-nail-in-the-coffin-blackberry-president-jumps-ship-1.1342843 Questions for discussion: Why is this event considered bad news for the investors and the firm? Should investors be concerned,… Read more »

How Chipotle returned to the top after disastrous food-safety scares

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Description: How Chipotle returned to the top after disastrous food-safety scares Source: CNBC.com – video report Date: Nov 06, 2019 Link: https://www.cnbc.com/video/2019/11/05/ceo-brian-niccol-turns-chipotle-mexican-grill-around-after-food-safety-scares.html Questions for discussion: How is Taco Bell managed differently from Chipotle? How would you increase business at Chipotle? Do you think Chipotle is a good investment today?

Facebook sued for age, gender bias in financial services ads

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Description: (Reuters) – Facebook Inc <FB.O> was sued on Thursday in a proposed class action accusing it of discriminating against older and female users by withholding advertising for financial services such as bank accounts, insurance, investments and loans. Source: Yahoo.Finance.com Date: Oct 31, 2019 Link: https://uk.finance.yahoo.com/news/facebook-sued-age-gender-bias-183907492.html?guccounter=1 Questions for discussion: What is the basis for the… Read more »

Daily Forecast: Roku’s Ad Business Continues to Gain

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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?

A star stock picker is closing his fund because investors told him that style doesn’t work anymore

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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 »

Facebook News launches with hand-picked stories from major publishers

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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 »

Netflix soars 8% after beating on earnings, despite miss on subscribers

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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 »

Ken Fisher’s sexist comments have cost his company nearly $1 billion in assets

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Description: The City of Boston is ending its relationship with Fisher Investments, pulling $248 million in pension assets from the firm. Source: CNBC.com – video report Date: Oct 16, 2019 Link: https://www.cnbc.com/2019/10/16/fisher-investments-takes-248m-hit-as-boston-pulls-pension-assets.html Questions for discussion: Explain the reaction by City of Boston and other clients of Ken Fisher. Do you think there is a public… Read more »

Trade War Is Bleeding Into Enterprise Software — NetApp, Cisco, HPQ Downgraded

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Description: Here’s the significance of an enterprise software industry downgrade some may overlook Source: TheStreet.com – video report Date: Oct 10, 2019 Link: https://www.thestreet.com/video/trade-is-war-bleeding-into-enterprise-software-netapp-cisco-hpq-downgraded-15122738 Questions for discussion: What does the report say about the effect the trade war is having on enterprise software firms? How should investors respond?