Description: President Trump tweeted on Friday that switching to a six-month reporting system could help U.S. businesses. Source: INC.com Date: Aug 16, 2018 Link: https://www.inc.com/guadalupe-gonzalez/donald-trump-asks-sec-study-quarterly-earnings-reports-every-six-months.html?cid=hmside1 Questions for discussion: What are the pros and cons related to this decision? How would this change affect investors, companies and the markets, in your opinion?
Posts Categorized: Company Analysis
Description: Elon Musk was at home in Los Angeles, struggling to maintain his composure. “This past year has been the most difficult and painful year of my career,” he said. “It was excruciating.” Source: NYTimes.com Date: Aug 16, 2018 Link: https://www.nytimes.com/2018/08/16/business/elon-musk-interview-tesla.html?rref=collection%2Fsectioncollection%2Fbusiness&action=click&contentCollection=business®ion=rank&module=package&version=highlights&contentPlacement=1&pgtype=sectionfront Questions for discussion: Summarize the issues facing the firm and its management. What do… Read more »
Description: CNBC’s Arjun Kharpal speaks about Tesla Chief Executive Elon Musk’s recent lashing out at analysts. Tesla’s shares drop as Musk gives bizarre earnings call from CNBC. Source: CNBC.com – video report Date: May 03, 2018 Link: https://www.cnbc.com/video/2018/05/03/teslas-shares-drop-as-musk-gives-bizarre-earnings-call.html Questions for discussion: Summarize the issues faced by CEOs at public meetings with analysts? Do you think… Read more »
Description: Kevin O’Leary, O’Shares ETFs chairman, reacts to the latest news on stocks like Tesla’s interesting earnings call and his picks for the CNBC Stock Draft. Kevin O’Leary on Tesla, buybacks and more from CNBC. Source: CNBC.com – video report Date: May 03, 2018 Link: https://www.cnbc.com/video/2018/05/03/kevin-oleary-on-tesla-buybacks-and-more.html Questions for discussion: What is the basis for criticism… Read more »
Description: To get their merger past regulators, they have to show that consumers would be better off with three big carriers rather than four. Source: Bloomberg.com Date: May 03, 2018 Link: https://www.bloomberg.com/news/articles/2018-05-03/sprint-and-t-mobile-have-a-27-billion-problem-to-solve Questions for discussion: What are the issues that complicate this merger? What are the pros and cons? Do you think it will be… Read more »
Description: The annual Sohn Investment Conference in New York is usually a place where Wall Street’s best hedge fund managers and investors present their top stock picks—from Amazon to Valeant Pharmaceuticals. And for the first time in the event’s 23-year history, one of those investors used the Sohn conference stage Monday to recommend a certain digital investment: Bitcoin…. Read more »
Description: Wall Street weighed in on Netflix’s blockbuster earnings and subscriber numbers. They were largely bullish, pushing the stock even higher in premarket trading Tuesday. Source: CNBC.com – video report Date: Apr 17, 2018 Link: https://www.cnbc.com/2018/04/17/heres-what-wall-street-analysts-think-of-netflixs-earnings.html Questions for discussion: What do the analysts say about Netflix that should be key to investor decision-making today? Would you be a buyer?
Description: WASHINGTON — Time Warner’s chief executive, Jeffrey Bewkes, vigorously defended his company’s $85.4 billion merger with AT&T on Wednesday, saying the deal was necessary to confront “tectonic changes” in entertainment caused by internet competitors like Netflix and Amazon. Source: NYTimes.com Date: Apr 19, 2018 Link: https://www.nytimes.com/2018/04/18/business/time-warner-att-merger.html?rref=collection%2Fsectioncollection%2Fbusiness&action=click&contentCollection=business®ion=rank&module=package&version=highlights&contentPlacement=6&pgtype=sectionfront Questions for discussion: What are the arguments in… Read more »
Description: Apple Inc. plans to integrate recently acquired magazine app Texture into Apple News and debut its own premium subscription offering, according to people familiar with the matter. The move is part of a broader push by the iPhone maker to generate more revenue from online content and services. Source: Bloomberg.com Date: Apr 17, 2018 Link:… Read more »
Description: Can Mark Zuckerberg assure investors — and Congress — that Facebook is going to make some big changes? Wall Street has punished Facebook’s stock since the Cambridge Analytica data scandal. Facebook (FB) is down nearly 10% this year. Source: CNNMoney.com – video report Date: Apr 09, 2018 Link: http://money.cnn.com/2018/04/09/investing/facebook-stock-mark-zuckerberg-cambridge-analytica/index.html Questions for discussion: Do you agree with the… Read more »