Exclusive: Campbell Soup steps up CEO search, COO a contender – sources

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Description: (Reuters) – Campbell Soup Co’s board is drawing up a list of CEO candidates, with Chief Operating Officer Luca Mignini emerging as the top internal contender, as the company seeks to fend off a proxy challenge from Daniel Loeb’s hedge fund, Third Point LLC, people familiar with the matter said. Source: Yahoo.com – Reuters… Read more »

Opinion: Sell Tesla and buy GM — seriously

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Description: Tesla often fails to deliver on its promises, and there’s no momentum in the stock Source: MarketWatch.com Date: Sep 13, 2018 Link: https://www.marketwatch.com/story/sell-tesla-and-buy-gm-seriously-2018-09-12 Questions for discussion: What is the analysis and basis for this recommendation? Do you agree with this assessment?

Elon Musk’s high and Tesla’s low: Stock and bonds tumble on CEO’s latest shenanigans

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Description: Musk caused a stir by appearing to smoke a joint during an interview, while company’s accounting head has quit after a month Source: MarketWatch.com – video report Date: Sep 07, 2018 Link: https://www.marketwatch.com/story/elon-musks-high-and-teslas-low-stock-and-bonds-tumble-on-ceos-latest-shenanigans-2018-09-07 Questions for discussion: Do you think Elon Musk is losing managerial control of Tesla? How do you think  stockholders would react… Read more »

Amazon’s Antitrust Antagonist Has a Breakthrough Idea

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Description: With a single scholarly article, Lina Khan, 29, has reframed decades of monopoly law. Source: NYTimes.com Date: Sep 07, 2018 Link: https://www.nytimes.com/2018/09/07/technology/monopoly-antitrust-lina-khan-amazon.html?rref=collection%2Fsectioncollection%2Ftechnology&action=click&contentCollection=technology&region=rank&module=package&version=highlights&contentPlacement=1&pgtype=sectionfront Questions for discussion: Summarize the key ideas presented that concern Amazon and should be of interest to investors. Do you agree with the arguments presented?

After Amazon cracks $2,000 for the first time, trader sees bigger…

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Description: Todd Gordon, founder of TradingAnalysis.com, breaks down on a trade on Amazon shares after the stock breaks the $2,000 mark. After Amazon cracks $2,000 for the first time, trader sees bigger breakout ahead from CNBC. Source: CNBC.com – video report Date: Aug 29, 2018 Link: https://www.cnbc.com/video/2018/08/30/after-amazon-cracks-2000-bigger-breakout-ahead.html Questions for discussion: Summarize the key points presented… Read more »

You’ll Never Guess Which Company Is ReinventingHealth Benefits

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Description: Frustrated with insurers, some large companies — including a certain cable behemoth — are shedding long-held practices and adopting a do-it-yourself approach. Source: NYTimes.com Date: Aug 31, 2018 Link: https://www.nytimes.com/2018/08/31/health/comcast-health-insurance-employees.html?rref=collection%2Fsectioncollection%2Fbusiness&action=click&contentCollection=business&region=rank&module=package&version=highlights&contentPlacement=1&pgtype=sectionfront Questions for discussion: Do you believe these changes will reduce costs for companies? What is motivating companies to try different insurance models?

Elon, What Were You Thinking?

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Description: A detailed look at the ill-fated plan to take Tesla private. Source: Bloomberg.com Date: Aug 31, 2018 Link: https://www.bloomberg.com/features/2018-elon-musk-flow-chart/?srnd=businessweek-v2 Questions for discussion: Do you think the flow chart is an accurate portrayal of events? How do you think investors will perceive Elon Musk and Tesla, going forward?

Why Is MoviePass Losing So Much Money?

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Description: Why Is MoviePass Losing So Much Money? Source: NYTimes.com – video report Date: Aug 25, 2018 Link: https://www.nytimes.com/video/business/media/100000006044646/why-is-moviepass-losing-so-much-money.html Questions for discussion: Describe the business model and why investors would think it could succeed financially? Why is the model failing to produce the desired results? How should investors deal with the stock, in your opinion?

Inside Elon Musk’s Reversal on Taking Tesla Private

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Description: When Elon Musk declared this month that he wanted to take Tesla private, his board was caught off guard. Barely three weeks later, the chief executive told the board he had changed his mind. Tesla would be staying public, after all. Source: NYTimes.com Date: Aug 25, 2018 Link: https://www.nytimes.com/2018/08/25/business/elon-musk-tesla-private.html?rref=collection%2Fsectioncollection%2Fbusiness&action=click&contentCollection=business&region=rank&module=package&version=highlights&contentPlacement=1&pgtype=sectionfront Questions for discussion: Why did… Read more »

The Small Firm Working on Dell’s $21.7 Billion Deal

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Description: It’s a $21.7 billion proposal to return the world’s largest privately held technology company to public markets. The deal features a who’s who of big names — Michael Dell, Goldman Sachs Group Inc., Silver Lake — alongside one that’s not so well known: Discern Analytics Inc. Source: Bloomberg.com Date: Aug 24, 2018 Link: https://www.bloomberg.com/news/articles/2018-08-24/big-name-21-7-billion-dell-deal-tapped-small-firm-for-scrutiny Questions for discussion:… Read more »