Description: Mark Zuckerberg’s plan to donate 99 percent of his Facebook stock is setting new philanthropy standards. He’s starting young, and he’s structuring his Chan Zuckerberg Initiative as a limited liability corporation — meaning it can do more than just give to charity. Bloomberg’s Caleb Melby breaks down the estimated $45 billion gift. (Source: Bloomberg)… Read more »
Posts Categorized: Financial analysis
The Longer-Term Approach of Activist Investors
Description: Bruce Goldfarb, Okapi Partners president and chief executive officer, discusses the longer-term approach of activist investors with Bloomberg’s Alix Steel and Keri Geiger on “Bloomberg ‹GO›.” (Source: Bloomberg) Source: Bloomberg.com – video report Date: Nov 27, 2015 Link: https://www.bloomberg.com/news/videos/2015-11-27/the-longer-term-approach-of-activist-investors Questions for discussion: What does Bruce Goldfarb suggest is happening in investing circles? What advice… Read more »
Black Friday: Deep Dive Into Consumer Retail Trends
Description: Matthew Shay, president and chief executive officer at National Retail Federation, and Bloomberg Gadfly columnist Shelly Banjo discuss consumer trends of this holiday shopping season and the negative impact of weather on recent retail sales. They speak on “Bloomberg ‹GO›.” (Banjo is a Bloomberg Gadfly columnist. The opinions expressed are her own.) (Source: Bloomberg)… Read more »
Dorsey unfazed by Square’s lower IPO price
Description: Square CEO Jack Dorsey says that the company is focused on long-term growth and that the lower IPO price is just ‘one moment in time.’ Source: CNNMoney.com – video report Date: Nov 19, 2015 Link: https://money.cnn.com/video/technology/2015/11/19/square-ipo-jack-dorsey-valuation.cnnmoney/ Questions for discussion: What are the main criteria that should be used to estimate the valuation of Square?… Read more »
Debt Market Distortions Go Global as Nothing Makes Sense Anymore
Description: Something very strange is happening in the world of fixed income. Across developed markets, the conventional relationship between government debt — long considered the risk-free benchmark — and other assets has been turned upside-down. Source: Bloomberg.com – video report Date: Nov 15, 2015 Link: https://www.bloomberg.com/news/articles/2015-11-15/debt-market-distortions-go-global-as-nothing-makes-sense-anymore Questions for discussion: What is the unusual situation currently… Read more »
Is there a bubble in tech valuations?
Description: There are now more than 140 unicorns with a combined valuation of over $78 billion — are some of them overvalued? Source: CNNMoney.com – video report Date: Nov 11, 2015 Link: https://money.cnn.com/video/technology/2015/11/11/is-there-a-bubble-in-tech-valuations.cnnmoney/ Questions for Discussions: Summarize the arguments presented in this report for and against. Do you think there is a bubble?
Warning: Oil company defaults are coming
Description: The U.S. shale oil boom lured tons of prospectors in recent years. Source: CNNMoney.com – video report Date: Nov 6, 2015 Link: https://money.cnn.com/2015/11/06/investing/oil-companies-debt-gundlach/index.html?iid=Lead Questions for Discussions: Summarize the arguments presented in this report. Do you agree with the predictions?
Opinion: These 3 big stocks with earnings power are strong buys
Description: Alphabet, McDonald’s, GM do not disappoint Source: MarketWatch.com Date: Oct 29, 2015 Link: https://www.marketwatch.com/story/these-3-big-stocks-with-earnings-power-are-strong-buys-2015-10-30?dist=lcountdown Questions for Discussions: What is the financial basis for buying these stocks? Do you agree with the assessments?
Opinion: The best six months for stocks is about to begin
Description: Halloween likely to bring investors treats this year Source: MarketWatch.com Date: Oct 23, 2015 Link: https://www.marketwatch.com/story/the-best-six-months-for-stocks-is-about-to-begin-2015-10-23 Questions for Discussions: What is the basis for this prediction? Do you agree with the analysis and assessment presented?
Wal-Mart stock nosedives as the retailer tries to compete with Amazon
Description: Investors are worried about the company’s long-term investments paying off. Source: Fortune.com - video report Date: Oct 15, 2015 Link: https://for.tn/1Qxd5tf Questions for Discussions: Has the longtime perceived value of “bricks and mortar” become a liability for retailers like Wal-Mart? How should Wal-Mart’s balance sheet be “re-set” to reflect the financial challenges of building… Read more »
Fundamentals of Corporate Finance
