Description: A deal with Commerzbank could be a solution, but it could also make things a lot messier. Source: Bloomberg.com Date: Apr 12, 2019 Link: https://www.bloomberg.com/news/features/2019-04-12/what-a-deutsche-bank-merger-could-mean-for-germany?srnd=businessweek-v2 Questions for discussion: What is driving the merger? Do you think it is the solution?
Posts Categorized: Company Analysis
Description: Uber and Lyft have competed for riders and drivers across North America. They raced each other to go public. They even filed paperwork for their initial public offerings with the Securities and Exchange Commission on the same day late last year. Source: NYTimes.com Date: Apr 11, 2019 Link: https://www.nytimes.com/2019/04/11/business/dealbook/uber-vs-lyft-ipo-financials.html Questions for discussion: What do… Read more »
Description: McDonald’s took nearly 20 years to step back into mergers and acquisitions. But now it has returned to dealmaking, as it looks to build on its tech-heavy strategy with calculated digital investments. Source: CNBC.com Date: Apr 03, 2019 Link: https://www.cnbc.com/2019/04/03/mcdonalds-announced-2-deals-in-a-week-heres-why-investors-should-care.html Questions for discussion: Why should investors care, according to the report? How should investors respond,… Read more »
Description: Despite China’s economic slowdown—due in part to weaknesses in consumption and a trade war with the US—total media ad spending will increase 14.6% in 2019. Source: eMarketer.com Date: Mar 28, 2019 Link: https://www.emarketer.com/content/china-digital-ad-spending-2019?ecid=NL1001 Questions for discussion: What does this report tell investors interested in Chinese online businesses? Would you be buying today?
Description: Thanks to Apple, the iPhone is hardly used as a phone at all. The same thing may very well happen to our wallets — forcing established credit card companies to change the way they do business. Source: CNBC.com – video report Date: Mar 26, 2019 Link: https://www.cnbc.com/2019/03/26/apples-move-into-banking-raises-the-bar-for-fintech-credit-cards.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail Questions for discussion: What are the competitive advantages… Read more »
Description: Lululemon Athletica Inc. (LULU.O 14.13%) shares soared to a record high on Thursday after the maker of upscale yogawear topped fourth-quarter estimates and its forecast eased concerns of decelerating sales. Source: BNNBloomberg.ca – video report Date: Mar 28, 2019 Link: https://www.bnnbloomberg.ca/lululemon-surges-to-record-high-after-near-flawless-execution-1.1236152 Questions for discussion: Explain the current valuation for the firm? Do you think the… Read more »
Description: The yield on the benchmark 10-year Treasury note dove to its lowest level since January 2018 after the Federal Reserve said that it’s no longer likely that it will hike rates again this year. Source: CNBC.com – video report Date: Mar 20, 2019 Link: https://www.cnbc.com/2019/03/20/us-treasury-yields-tick-lower-ahead-of-fed-rate-decision.html Questions for discussion: What is the significance of this decision? How should… Read more »
Description: More than 145 years after making the first pair of blue jeans, Levi Strauss & Co. is proving that investors are ready to buy into a company that wants to be known for more than just denim. Source: Bloomberg.com Date: Mar 20, 2019 Link: https://www.bloomberg.com/news/articles/2019-03-20/levi-s-set-for-return-to-public-market-as-ipo-action-heats-up Questions for discussion: Why was the IPO so successful? Do you… Read more »
Description: LONDON — European authorities on Wednesday fined Google 1.5 billion euros for antitrust violations in the online advertising market, continuing its efforts to rein in the world’s biggest technology companies. Source: NYTimes.com Date: Mar 20, 2019 Link: https://www.nytimes.com/2019/03/20/business/google-fine-advertising.html Questions for discussion: What are the reasons given for the fines? From a profitability point of… Read more »
Description: In Shanghai’s southeastern district of Xujiahui, Colonel Sanders’s smiling visage looms over the restaurant entrance, as it does at thousands of KFC locations around the globe. But step inside, and it quickly becomes clear that this is no ordinary KFC. Source: Bloomberg.com Date: Mar 20, 2019 Link: https://www.bloomberg.com/news/articles/2019-03-20/yum-china-is-building-the-kfc-of-the-future?srnd=businessweek-v2 Questions for discussion: What is motivating… Read more »