Description: SAN FRANCISCO (AP) — Netflix is on the verge of surpassing 100 million global subscribers, a testament to how much the video streaming service has changed the entertainment landscape since its debut a decade ago. Source: AssociatedPress.com Date: April 17, 2017 Link: http://hosted.ap.org/dynamic/stories/U/US_NETFLIX_MAJOR_MILESTONE?SITE=AP&SECTION=HOME&TEMPLATE=DEFAULT Questions for discussion: Summarize the key financial information provided in this… Read more »
Posts Categorized: Financial analysis
Description: Investors should buy Costco shares because it is one of the few retailers that can succeed versus e-commerce competition, according to Barclays, which upgraded the wholesale club chain to overweight from equal weight. Source: CNBC.com Date: April 21, 2017 Link: http://www.cnbc.com/2017/04/21/heres-why-costco-may-be-the-one-company-amazon-cant-destroy.html Questions for discussion: Which financial factor do you believe is most important in… Read more »
Description: The ride-hailing giant opens up about its financials for the first time in an interview with Bloomberg. Source: Bloomberg.com Date: April 14, 2017 Link: https://www.bloomberg.com/news/articles/2017-04-14/embattled-uber-reports-strong-sales-growth-as-losses-continue Questions for discussion: What does the report say abount Uber’s financials? On the whole, should the firm’s investors be satisfied? How will this disclosure affect any future IPO?
Description: Along the cobblestone streets of SoHo, Chanel handbags and Arc’teryx jackets are displayed in shops like museum pieces, harking back to the height of the neighborhood’s trendiness. But rents there are softening, and the number of vacant storefronts is rising. Source: NYTimes.com Date: April 15, 2017 Link: https://www.nytimes.com/2017/04/15/business/retail-industry.html?ref=business&_r=0 Questions for discussion: What can management… Read more »
Description: Including its flagship store in NYC. Source: Fortune.ca- video report Date: Apr 05 , 2017 Link: http://for.tn/2nYLziQ Questions for Discussions: What does this report say to investors? Do you think the financial adjustments are sufficient to allow the firm to recover and grow again one day? Would a merger make sense?
Description: As Tesla shares surged past $300 this week and the company’s market value surpassed Ford’s, even its founder, Elon Musk, acknowledged on Twitter that the company was “absurdly overvalued if based on the past.” Source: NYTimes.com Date: Apr 06, 2017 Link: https://www.nytimes.com/2017/04/06/business/tesla-story-stocks.html?_r=0 Questions for discussion: What is the basis of Tesla’s valuation today? Do… Read more »
Description: As more fans cut the cord and go mobile, the network is busy protecting its cable-TV money machine. Source: Bloomberg.com Date: Mar 30, 2017 Link: https://www.bloomberg.com/news/features/2017-03-30/espn-has-seen-the-future-of-tv-and-they-re-not-really-into-it Questions for discussion: How has the business model changed at ESPN? What can the company do to deal with these changes to operations?
Description: Vadim Perelman was a young hedge fund hot shot not so long ago, overseeing a portfolio in the hundreds of millions at the age of 31, hopping on corporate boards, and issuing lengthy slide presentations about his favorite stock picks. Source: Forbes.com Date: Mar 16, 2017 Link: https://www.forbes.com/sites/nathanvardi/2017/03/16/the-34-year-old-hedge-fund-manager-who-bet-everything-on-a-stock-that-tanked/#5585be5c16fb Questions for discussion: Summarize the strategic… Read more »
Description: With no training in art or design, in 1979 Paul Ruitenberg started a business that moved from decorating store windows to crafting interior displays for thousands of supermarkets, including Giant Foods and A&P. Source: Forbes.com Date: Mar 17, 2017 Link: https://www.forbes.com/sites/forbestreptalks/2017/03/16/how-a-college-drop-out-built-an-18m-store-display-business-lost-everything-and-started-over/#2dd066e61e4c Questions for discussion: Explain how this company was able to grow without much… Read more »
Description: Warren Buffett made a $1 million bet in 2007: that hedge funds would not outperform index funds over the next 10 years. WSJ’s Nicole Friedman checks the numbers and handicaps Buffett’s chances of winning the bet on Lunch Break with Tanya Rivero. Photo: Bloomberg Source: WSJ.com – video report Date: Feb 24, 2017 Link:… Read more »