Description: The company posted $479 million in quarterly revenue, up a meteoric 97 percent from this time last year. However, the social media giant’s user growth has slowed to a crawl. Source: Fortune.com – video report Date: Feb 06, 2015 Link: http://for.tn/1C1nKnj Questions for Discussions: What are investors’ concerns with Twitter? Do you think it… Read more »
Posts Categorized: Company Analysis
Tim Cook Doesn’t Believe This Made-Up Math Law Will Limit Apple’s Growth
Description: The mathematical theory analysts use to justify concerns over Apple’s growth doesn’t really exist Source: Bloomberg.com – video report Date: Feb 11, 2015 Link: http://www.bloomberg.com/news/articles/2015-02-11/tim-cook-doesn-t-believe-this-made-up-math-law-will-limit-apple-s-growth Questions for discussion: Does the law of large numbers have any application in understanding the limits to growth of any company? What can explain the risk of investing in… Read more »
A Deal That Could Reverse Pfizer’s History of Value-Destroying Acquisitions
Description: Pfizer has made more than its share of value-destroying acquisitions. The pharmaceutical giant’s $15.2 billion purchase of Hospira could reverse that history. Source: NYTimes.com Date: Feb 05, 2015 Link: http://dealbook.nytimes.com/2015/02/05/a-deal-that-could-reverse-pfizers-history-of-value-destroying-acquisitions/ Questions for discussion: Summarize Pfizer’s M&A history. What’s different this time? Would you be an investor today?
Inside RadioShack’s slow-motion collapse: Why the fall of the 94-year-old electronics chain didn’t have to be this way
Description: Nathan Hill learned a lot about entertaining himself during his time as a RadioShack employee. Source: FinancialPost.com/Bloomberg Date: Feb 06, 2015 Link: http://business.financialpost.com/2015/02/06/inside-radioshacks-slow-motion-collapse-why-the-fall-of-the-94-year-old-electronics-chain-didnt-have-to-be-this-way/ Questions for Discussions: Summarize the history of RadioShack from the beginning. Do you think there is a new business model still possible for the RadioShack brand?
Investors binge buy Netflix
Description: Netflix stock is one of the top performers of 2015 thanks to strong earnings and subscriber growth. And it just sold $1.5 billion in bonds to fund future expansion. Source: CNNMoney.com – video report Date: Feb 03, 2015 Link: http://money.cnn.com/video/investing/2015/02/03/netflix-stock-binge-buy.cnnmoney/ Questions for Discussions: Why are investors pouring into Netflix stock? Do you think the… Read more »
Obama’s plan to reach Apple’s $158 billion offshore fortune
Description: The President’s new budget wants to see some of Apple’s overseas money injected into the Highway Trust Fund. So does Congress. Source: Fortune.com – video report Date: Feb 02, 2015 Link: http://for.tn/1HMU7yD Questions for discussion: How would stocks like Apple be affected if the firm’s foreign earnings were subject to the new tax proposed… Read more »
Smucker to Buy Big Heart Pet Brands for $5.8 Billion
Description: Ever since Jerome Monroe Smucker first started selling apple butter in 1897, the company that bears his name has been best known for jams, peanut butter and other treats. Now J.M. Smucker is moving into the world of dog biscuits and cat soufflés. Source: NYTimes.com Date: Feb 03, 2015 Link: http://dealbook.nytimes.com/2015/02/03/smucker-to-buy-big-heart-pet-brands-for-5-8-billion/?ref=business Questions for discussion:… Read more »
Staples Is Said to Be in Talks to Buy Office Depot
Description: Staples is in advanced talks to buy Office Depot, potentially uniting two of the biggest names in world of pens, paper clips and yes, staples, people briefed on the matter said on Tuesday. If completed, such a deal would consummate a transaction that was first attempted 18 years ago. Source: NYTimes.com Date: Feb 03,… Read more »
Forget Yahoo, just buy Alibaba
Description: Yahoo is surging on the news it is spinning off its Alibaba stake. But the Chinese e-commerce giant looks great on its own. It is expected to post strong sales and earnings growth. Source: CNNMoney.com – video report Date: Jan 28, 2015 Link: http://money.cnn.com/video/investing/2015/01/28/buzz-alibaba-better-off-bought-without-yahoo.cnnmoney/ Questions for Discussions: Why would the sale of Alibaba share… Read more »
Apple Announces Record iPhone Sales Over Holiday Quarter
Description: (Bloomberg) — Apple Inc. rose the most in nine months after posting the biggest sales increase in three years last quarter on an array of new products and a forecast of further growth. Source: Bloomberg.com Date: Jan 28, 2015 Link: http://www.bloomberg.com/news/articles/2015-01-28/apple-ceo-keeps-growth-momentum-with-watch-set-to-roll-out-next Questions for discussion: What does the report say about Apple’s source of growth?… Read more »
