Description: Video games will be the fastest-growing and most exciting form of mass media over the coming decade, says Tim Cross Source: TheEconomist.com Date: 12/10/2011 Link: http://www.economist.com/node/21541164 Questions for discussion: Summarize the highlights in this report. What does this report suggest about investing strategies related to the growth of the industry?
Posts Categorized: Company Analysis
One small company reinvents a $30 billion market
Description:Â Â Sometimes one bright idea — and a whole lot of work to implement it — can reshape an entire industry. Source: Fortune.com Date: 12/09/2011 Link:Â http://money.cnn.com/2011/12/09/smallbusiness/eagleview/index.htm?iid=SF_BN_River Questions for discussion: How has this technological innovation changed costing and budgeting in the industry?
Amazon Stocked on Toys Rivals Don’t Have
Description: The number of out-of-stock toys is increasing at the websites of Wal-Mart Stores Inc. (WMT), Target Corp. (TGT) and Sears Holdings Corp.’s (SHLD) Kmart chain while Amazon.com Inc. (AMZN) remains almost fully stocked, according to a Bloomberg Industries analysis. Source: Bloomberg.com Date: 12/09/2011 Link: http://www.bloomberg.com/news/2011-12-09/amazon-stocked-on-toys-that-wal-mart-target-don-t-have.html Questions for discussion: Why is out-of-stock so critical for… Read more »
Yahoo’s big decision should be easy
Description: Yahoo may have a chance to sell its entire business, rather than just a piece. It should accept. Source: Fortune.com Date: 12/01/2011 Link: http://finance.fortune.cnn.com/2011/12/02/yahoos-decision-total-or-partial-takeover/?iid=SF_F_River Questions for discussion: Summarize the arguments presented about various possible scenarios for Yahoo. What would your advice be to the firm’s directors?
RIM finds new ways to disappoint investors
Description:Â Research In Motion Ltd. (RIM-T17.08-1.73-9.20%) took a hit of nearly half-a-billion dollars on its PlayBook tablet, but it was troubling news about sales of its BlackBerry smartphones that stoked fresh worries from investors about the tech giant. Source:Â GlobeandMail.com Date: 12/02/2011 Link:Â http://www.theglobeandmail.com/globe-investor/rim-finds-new-ways-to-disappoint-investors/article2257745/ Questions for discussion: Summarize the highlights in this report. Would you… Read more »
Should Europe pool its debt?
Description: CNN’s Nina Dos Santos explores one proposed solution to Europe’s economic crisis, pooling the European Union’s $8.6 trillion in debt. Source: CNNMoney.com – video report Date: 11/23/2011 Link: http://money.cnn.com/video/news/2011/11/23/n_euro_bonds_explained.cnnmoney/ Questions for discussion: Explain what has happened to European bond rates? Why would pooling the market make sense? Do you believe this strategy is appropriate… Read more »
Got Volatility? Build a Buffett-Style Portfolio
Description:    Market volatility calls for a disciplined strategy, says Eric Schoenstein, a portfolio manager with the Jensen Quality Growth Fund, who invests in the type of stable, cash-rich companies that Warren Buffett favors. Interview with MarketWatch’s Jonathan Burton. Source: Marketwatch.com – video report Date: 11/18/2011 Link: http://www.marketwatch.com/video/asset/got-volatility-build-a-buffett-style-portfolio/1E7CDC56-9E0A-4107-8297-4A09C7F2F137 Questions for discussion: What does Eric Schoenstein suggest… Read more »
What Buffett’s IBM buy says about his next move
Description: Screening for undervalued stocks the Oracle of Omaha would like Source: Marketwatch.com Date: 11/18/2011 Link:  http://www.marketwatch.com/story/what-buffetts-ibm-buy-says-about-his-next-move-2011-11-18 Questions for discussion: How is Warren Buffetts’ investment in IBM being interpreted? How do you think it will influence investors’ perceptions of IBM?
Goldman Sachs Names 261 Managing Directors, Fewest Since 2008
Description:Â Goldman Sachs Group Inc., the fifth- biggest U.S. bank by assets, named the smallest group of new managing directors since 2008 as the firm cuts jobs and grapples with declining revenue. Source: Businessweek.com Date: 11/19/2011 Link:Â http://www.businessweek.com/news/2011-11-19/goldman-sachs-names-261-managing-directors-fewest-since-2008.html Questions for discussion: What does this report suggest to you about the thinking on managing directors and… Read more »
Yelp Eyes $2 Billion IPO
Description: Yelp, the online review website, has picked Goldman Sachs and Citigroup to lead an initial public offering that could value the company at up to $2 billion. Geoffrey Fowler has details on The News Hub. Source: Marketwatch.com – video report Date: 11/08/2011 Link: http://www.marketwatch.com/video/asset/yelp-eyes-2-billion-ipo/B968A023-4669-4165-B190-30611D4CEC97 Questions for discussion: Summarize the reasons presented for the IPO…. Read more »
