Posts Categorized: Company Analysis

In Apple-Spotify World, SoundCloud Can’t Find Room

Posted by & filed under Company Analysis.

Description: After years of trading physical dollars for digital dimes, the music industry is finally seeing a payoff. Source: Bloomberg.com Date: Jan 06, 2017 Link: https://www.bloomberg.com/news/articles/2017-01-04/in-apple-spotify-world-soundcloud-can-t-find-room Questions for Discussions: What are the financial highlights in this article investors should be interested in? What would you advise investors who are looking at this sector of the… Read more »

Why U.S. shale producers are the biggest winner from OPEC’s oil deal

Posted by & filed under Company Analysis, Economic Analysis, Governments & Regulators, Growth & Valuation.

Description: ‘Oil prices are truly on course for a recovery’: analyst Source: MarketWatch.com Date: Dec 05, 2016 Link: https://www.marketwatch.com/story/why-us-shale-producers-are-the-biggest-winner-from-opecs-oil-deal-2016-12-05 Questions for discussion: What are the arguments presented in the report? Do you agree?

Israel’s Startup Hype Master Faces His Toughest Test Yet

Posted by & filed under Company Analysis, Growth & Valuation, Management Issues, Personal Finance.

Description: Israel’s most prolific startup hype man is a scruffy 35-year-old named Moshe Hogeg. Source: Bloomberg.com Date: Dec 05, 2016 Link: https://www.bloomberg.com/news/articles/2016-12-05/israel-s-startup-hype-master-faces-his-toughest-test-yet Questions for Discussions: Summarize the fund-raising strategies followed by Moshe Hogeg. How are they unconventional?

How Entrepreneurs Can Make Peace With Undiversified Investments

Posted by & filed under Company Analysis, Management Issues, Personal Finance.

Description: If you’re an entrepreneur, traditional financial advice, starting with the drumbeat of diversification, does not apply to you. Source: NYTimes.com Date: Dec 05, 2016 Link: https://www.nytimes.com/2016/12/05/your-money/asset-allocation/how-entrepreneurs-can-make-peace-with-undiversified-investments.html?ref=business Questions for Discussions: What does this article say about the “entrepreneurial view” of personal finances and motivation? Do you think it is a fair evaluation?

Starbucks CEO Howard Schultz to step down

Posted by & filed under Company Analysis, Growth & Valuation, Management Issues, Personal Finance.

Description: Howard Schultz stepping down as Starbucks CEO Source: CNNMoney.com - video report Date: Dec 02, 2016 Link: https://money.cnn.com/video/investing/2016/12/01/howard-schultz-resigns-starbucks.cnnmoney/ Questions for Discussions: Why did the company stock price fall on this news? Do you think the risk level for investors going forward will increase?

It’s All Good for Canada as Oil Rally Points to More Stock Gains

Posted by & filed under Company Analysis, Economic Analysis.

Description: Canada’s getting its mojo back. Prospects for the country turned a corner this week as OPEC put a floor under oil prices, Prime Minister Justin Trudeau approved two oil pipeline projects and economic data surprised to the upside, offering relief after two years of lackluster growth on crude’s rout. Source: Bloomberg.com Date: Dec 01,… Read more »

Apple nabs obscene share of smartphone profit thanks to Samsung’s Note 7 debacle

Posted by & filed under Company Analysis, Governments & Regulators, Management Issues.

Description: Apple Inc. took a record majority of world-wide smartphone profit share in the third quarter as Samsung Electronics Co. Ltd. plunged in the wake of the disastrous Note 7 recall. Source: MarketWatch.com Date: Nov 25, 2016 Link: https://www.marketwatch.com/story/apple-nabs-obscene-share-of-smartphone-profit-thanks-to-samsungs-note-7-debacle-2016-11-25 Questions for discussion: What are the financial consequences of Samsung’s problems this year? Do you think… Read more »