Description: NBCUniversal is looking to boost its digital reach with new investment in two big names in new media. Source: Fortune.com – video report Date: August 13, 2015 Link: http://for.tn/1L99HWI Questions for discussion: What are the reasons for this deal, according to the report? Do you believe the deal is good for the company? How… Read more »
Posts Categorized: Company Analysis
Bring Your Kid and Nanny: KKR Adds Perk to Keep Talent
Description: KKR & Co. extended the company’s leave time for new parents and added a benefit allowing them to bring a new child and caregiver on business trips, paid for by KKR. Bloomberg’s Devin Banerjee reports on “Bloomberg Markets.” (Source: Bloomberg) Source: Bloomberg.com – video report Date: August 13, 2015 Link: http://bloom.bg/1N5GH2v Questions for Discussions:… Read more »
How Warren Buffett Is Impacting Food Industry Deals
Description: Sullivan & Cromwell Partner Frank Aquilla discusses mergers and acquisitions in the food industry. Bloomberg’s Craig Giammona also reports on “Bloomberg Markets.” (Source: Bloomberg) Source: Bloomberg.com – video report Date: June 10, 2015 Link: http://www.bloomberg.com/news/videos/2015-06-10/how-warren-buffett-3g-are-impacting-food-deals Questions for Discussions: Summarize the reasons for mergers and acquisitions taking place in the food industry? How should investors… Read more »
Is this Pandora’s Last Dance?
Description: Wall Street seems to think that Apple Music will hurt Pandora. But it’s worth nothing that Pandora has survived threats from Apple before. Remember Ping? Source: CNNMoney.com – video report Date: June 10, 2015 Link: http://money.cnn.com/video/investing/2015/06/10/apple-music-pandora-stock.cnnmoney/ Questions for Discussions: How is the Apple business model a threat to Pandora? What do you think will… Read more »
Apple’s stock in a funk. Will WWDC news change that?
Description: Shares of Apple have barely budged since its last earnings report. Could news about iOS 9, updates to Mac software and an Apple Music subscription service get Apple back on track to a $1 trillion market cap? Source: CNNMoney.com – video report Date: June 04, 2015 Link: http://money.cnn.com/video/investing/2015/06/04/apple-wwdc-buzz.cnnmoney/ Questions for Discussions: Why do you… Read more »
Boomers get older. Healthcare companies salivate
Description: Expect more mergers in the healthcare sector as insurers and drug stores look to profit from demographic trends. Source: CNNMoney.com – video report Date: June 02, 2015 Link: http://money.cnn.com/video/investing/2015/06/02/healthcare-profits-from-baby-boomers.cnnmoney/ Questions for Discussions: Why would healthcare companies focus on mergers as a way to grow their companies? Do you think this is a good strategy?
A Beehive That Takes the Sting Out of the Harvest
Description: Crowdfunding platforms have become popular ways for entrepreneurs to bypass traditional channels, but the biggest success stories have typically involved tech items, video games and Hollywood movies. Flow Hive, on the other hand, isn’t a particularly high-tech product. Instead, it’s a new way of doing a laborious, age-old task. Source: NYTimes.com Date: May 30,… Read more »
Charter lands deal with Time Warner Cable
Description: Charter announced its intent to buy Time Warner Cable in a deal valued at $78.7 billion inclusive of debt. Source: Fortune.com – video report Date: May 27, 2015 Link: http://for.tn/1eqG8lb Questions for Discussions: Summarize the highlights of the merger? Do you think it is a good deal for both firms and their investors?
Michael Kors is no longer in fashion
Description: The handbag wars are hurting Michael Kors. Same-store sales fell and the outlook is not good. Shares are languishing on Wall Street’s discount rack. Source: CNNMoney.com – video report Date: May 27, 2015 Link: http://money.cnn.com/video/investing/2015/05/27/michael-kors-buzz.cnnmoney/ Questions for Discussions: Why has the stock performed poorly? What should management do to increase same-store sales? Do you… Read more »
Adidas’ image problem
Description: Fortune’s Dan Roberts takes a shot on goal at the sports retailer’s turnaround. Source: Fortune.com – video report Date: May 22, 2015 Link: http://for.tn/1FE8VwT Questions for Discussions: How has Adidas performed in comparison to competitors? What are the explanations provided in this report? Is the market too crowded for this brand? Would you be… Read more »
