Description: If the Magic Kingdom wants to find its next ruler, it might help if it weren’t quite so sprawling. Source: Bloomberg.com Date: May 11, 2016 Link: https://www.bloomberg.com/gadfly/articles/2016-05-11/why-disney-should-split-off-espn-abc Questions for Discussions: What are the concerns facing Disney, according to the report? What are some possible scenarios?
Posts Categorized: Financial analysis
Opinion: How investors can profit from ‘funny’ corporate accounting
Description: Adjusted financial results can confuse investors, but you can use them to your advantage Source: MarketWatch.com Date: May 10, 2016 Link: https://www.marketwatch.com/story/how-to-keep-from-being-tricked-by-companies-funny-numbers-2016-05-10 Questions for Discussions: What are the concerns expressed in this report? Do you agree with the assessments?
This is why Apple iPhone sales are tanking in China
Description: Apple’s growth dips 26% in China, while Huawei and lesser known brands like OPPO and vivo grow Source: MarketWatch.com Date: Apr 28, 2016 Link: https://www.marketwatch.com/story/story?guid=99750788-0ca9-11e6-a7b3-3908c28bf41f&storyguid=99750788-0ca9-11e6-a7b3-3908c28bf41f&siteid=nwtwk Questions for Discussions: What does the report say about the reason for Apple’s stock price decline? Do you think it represents a buy on the way down?
Yahoo, when looked at in a certain way, is worth approximately -$8 billion.
Description: The minus sign above isn’t a typo. Source: Bloomberg.com – video report Date: April 28, 2016 Link: https://www.bloomberg.com/features/2016-yahoo/ Questions for Discussions: Summarize Yahoo!’s key financials presented in the report. What do you think the value of the firm is to investors?
Opinion: This holds the key to timing Apple share purchases
Description: Pay close attention to analysts’ revisions, says Mark Hulbert Source: MarketWatch.com Date: Apr 29, 2016 Link: https://www.marketwatch.com/story/this-holds-the-key-to-timing-apple-share-purchases-2016-04-29 Questions for Discussions: What is the key to this investment decision, according to the report? Do you agree with this assessment and advice?
Opinion: Why Under Armour is a better investment than Nike
Description: Much faster sales growth has driven outsized stock performance at Under Armour Source: MarketWatch.com Date: Apr 22, 2016 Link: https://www.marketwatch.com/story/why-under-armour-is-a-better-investment-than-nike-2016-04-21 Questions for Discussions: What is the basis for suggesting UA is a better investment than Nike? Do you agree with the assessments and recommendation?
Uber says it’s profitable in the US — here’s how much it makes per ride
Description: Uber has been pushing to reach profitability in the US and Canada by the second quarter of 2016, and the company now says it’s made that goal, according to a new report by Bloomberg’s Eric Newcomer. Source: Yahoo.com/BusinessInsider.com Date: Apr 14, 2016 Link: https://finance.yahoo.com/news/uber-says-profitable-us-much-151211910.html Questions for Discussions: What do you think of the financials… Read more »
‘Affordable’ Tesla Model 3 revealed as Elon Musk charges up the crowd
Description: More than 135,000 people have already paid $1K to reserve one Source: MarketWatch.com Date: Apr 01, 2016 Link: https://www.marketwatch.com/story/tesla-model-3-elon-musk-charges-up-the-crowd-for-mass-appeal-car-2016-04-01 Questions for Discussions: Do you think the model 3 will catapult Tesla stock value? How should investors interpret the meaning of 135,000 people depositing funds for future delivery of a car?
The Netflix of Fashion: Rent the Runway Streams Wardrobes
Description: The Netflix of Fashion: Rent the Runway Streams Wardrobes Source: Bloomberg.com – video report Date: Mar 24, 2016 Link: https://bloom.bg/1q4RukG Questions for Discussions: Do you think this business model is sustainable? Explain your thinking? Do you think low barriers to entry present a problem for this firm’s growth? How would you characterize the risk… Read more »
In Yahoo, Another Example of the Buyback Mirage
Description: It is one of the great investment conundrums of our time: Why do so many stockholders cheer when a company announces that it’s buying back shares? Source: NYTimes.com Date: Mar 25, 2016 Link: https://www.nytimes.com/2016/03/27/business/in-yahoo-another-example-of-the-buyback-mirage.html?ref=business&_r=0 Questions for discussion: What is the buyback mirage warning all about? How should investors weigh firms that choose to take… Read more »
Fundamentals of Corporate Finance
