Description: Silicon Valley’s tech giants are joining the rest of the business world in pulling their products and services from Russia. Companies like Apple (AAPL) have cut ties to the Russian market entirely to protest the invasion of Ukraine, while firms like YouTube (GOOG, GOOGL) , Meta (FB), and Microsoft (MSFT) are limiting the availability of Russian propaganda networks like RT and… Read more »
Posts Categorized: Company Analysis
Why megacap stocks rallied after Russia invaded Ukraine
Description: As Russia launches a war against Ukraine, the Nasdaq Composite (^IXIC) — down more than 3% at Thursday’s open — mounted a furious comeback, with megacap stocks Microsoft (MSFT) and Alphabet (GOOGL, GOOG) doing much of the heavy lifting. Source: Yahoo.Finance.com Date: Feb 24, 2022 Link: https://finance.yahoo.com/news/why-megacap-stocks-rallied-after-russia-invaded-ukraine-214142370.html Questions for discussion: Why did these stocks rally after… Read more »
Warren Buffett in annual letter calls Apple one of ‘Four Giants’ driving the conglomerate’s value
Description: Warren Buffett said he now considers tech giant Apple as one of the four pillars driving Berkshire Hathaway, the conglomerate of mostly old-economy businesses he’s assembled over the last five decades. Source: CNBC.com Date: Feb 26, 2022 Link: https://www.cnbc.com/2022/02/26/warren-buffett-in-annual-letter-calls-apple-one-of-four-giants-driving-the-conglomerates-value.html Questions for discussion: Why is Warren Buffett so invested in Apple? Why is the buyback good for investors? Do… Read more »
Feds seek to fast-track LNG project amid Ukraine attack: Pieridae CEO
Description: The head of Calgary-based natural gas producer Pieridae Energy Ltd. said he’s fielding inquiries from the federal government over how the company’s proposed Goldboro liquefied natural gas (LNG) project could be completed quicker than anticipated. Source: BNNBloomberg.ca – video report Date: Feb 25, 2022 Link: https://www.bnnbloomberg.ca/feds-seek-to-fast-track-lng-project-amid-ukraine-attack-pieridae-ceo-1.1728976 Questions for discussion: What caused the project to… Read more »
What the blockbuster Microsoft and Sony deals mean for the future of gaming
Description: Big moves are happening in the video game industry. Microsoft, the tech giant behind the Xbox console, announced plans in early 2022 to buy Activision Blizzard, the force behind “Call of Duty” and “World of Warcraft,” among other major titles. This $68.7 billion all-cash acquisition is expected to close in 2023. If approved by regulators… Read more »
Etsy CEO talks earnings, raising seller fees, and advertising to men
Description: Etsy CEO Josh Silverman joins Yahoo Finance Live to discuss the company’s earnings, its reinvestment in the platform, raising fees, and attracting male users with NFL ads. Source: Yahoo.finance.com – video report Date: Feb 25, 2022 Link: https://finance.yahoo.com/video/etsy-ceo-talks-earnings-raising-155135053.html?contentType=VIDEO Questions for discussion: Why did Etsy’s stock value shoot up? Why did it fall so dramatically… Read more »
Shopify shares plummet on slower growth outlook
Description: Shopify Inc. is bracing for a year in which the COVID e-commerce boom that propelled tech companies to record growth levels begins to wane. Source: FinancialPost.com Date: Feb 16, 2022 Link: https://financialpost.com/news/retail-marketing/shopifys-revenue-grows-41-beating-expectations Questions for discussion: What caused the stock price to slide? What is the company doing to meet the challenges? What do you… Read more »
5 years ago, these women launched a side hustle for Black figure skaters — now Olympians are wearing their tights
Description: Today, their start-up Aurora Tights says it’s the country’s most inclusive hosiery brand, designing tights for hundreds of figure skaters, dancers, cheerleaders and gymnasts. That includes Team USA pairs skater Ashley Cain-Gribble, who is competing in the 2022 Winter Olympic Games in Beijing. Source: CNBC.com Date: Feb 17, 2022 Link: https://www.cnbc.com/2022/02/17/aurora-tights-how-side-hustle-for-black-ice-skaters-got-to-olympics.html Questions for discussion: What… Read more »
Buy stocks like Whirlpool — not NFTs, asset manager says
Description: Investors should be looking to pick up stocks like Whirlpool and avoid assets like CryptoPunks NFTs, according to Jeff Henriksen, CEO and founder of Thorpe Abbotts Capital. Source: CNBC.com – video report Date: Feb 07, 2022 Link: https://www.cnbc.com/2022/02/07/buy-stocks-like-whirlpool-not-nfts-asset-manager-says.html Questions for discussion: What is wrong with valuations, according to this report? What advice is presented to investors?… Read more »
Investors have subsidized our Uber rides, Spotify tunes and Netflix binging — but maybe not for much longer
Description: Is the era of capital market subsidies nearing an end? I’m not referring to governments bending over to investment firms (which happens too often), but investors subsidizing customers. Source: FinancialPost.com Date: Feb 04, 2022 Link: https://financialpost.com/investing/investing-pro/investors-have-subsidized-our-uber-rides-spotify-tunes-and-netflix-bingeing-but-maybe-not-for-much-longer Questions for discussion: Summarize the key points made about how investors “subsidized” customers while the firm was scaling… Read more »
