Description: “The biggest regret I have with Valeant is that we’re not in a position to buy more,” said Bill Ackman on a conference call earlier this month, but he solved that problem just a couple weeks later. Source: Bloomberg.com Date: Nov 24, 2015 Link: http://www.bloombergview.com/articles/2015-11-24/bill-ackman-found-a-cheap-way-to-buy-more-valeant-stock Questions for Discussions: How did Bill Ackerman manage to buy more… Read more »
Posts Categorized: Growth & Valuation
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: http://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 »
Why Aren’t Women-Owned Business Growing?
Description: The number of women-owned businesses in the U.S. has increased by nearly 30% over the past six years, but why they aren’t growing financially? SBE Council’s Susan Solovic offers some answers on Lunch Break With Tanya Rivero. Photo: Getty Source: WSJ.com – video report Date: Oct 22, 2015 Link: http://on.wsj.com/1OKUc8L Questions for discussion: Summarize… Read more »
Goldman Says the Years of Emerging-Markets Doldrums Are Over
Description: After three years of disappointment, emerging markets are about to turn the corner, Goldman Sachs Group Inc. predicts. Source: Bloomberg.com – video report Date: Nov 19, 2015 Link: http://www.bloomberg.com/news/articles/2015-11-19/goldman-says-three-years-of-emerging-markets-doldrums-is-over Questions for discussion: Summarize the arguments supporting the predictions presented in this report. Do you agree with the assessments?
Opinion: Why you should never short-sell stocks
Description: Famous investors do it, but the average investor has too much to lose. The financial media love when big-time professional investors, such as Bill Ackman or David Einhorn, say they have shorted a stock, because it means there could be open warfare between the investors and the companies. Source: MarketWatch.com Date: Nov 20, 2015… Read more »
Allergan CEO Talks Mergers and Acquisitions Past and Future
Description: Brent Saunders sits down with Fortune’s Susie Gharib to discuss buying Actavis and his merger talks with Pfizer. Source: Fortune.com – video report Date: Nov 12, 2015 Link: http://for.tn/1NsY9t5 Questions for discussion: Summarize the reasons given by Brent Saunders for more and more mergers taking place. What do you think about his explanation and… Read more »
Grounded: GoPro crashes below IPO price
Description: Once a highflying stock, GoPro has officially been grounded. Source: CNNMoney.com – video report Date: Nov 13, 2015 Link: http://money.cnn.com/2015/11/13/investing/gopro-breaks-ipo-price/index.html?iid=hp-toplead-dom Questions for discussion: What happened to GoPro and its stock? Do you think its stock price can recover?
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: http://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?
Pharma exec Martin Shkreli may be an ass, but he’s only taking advantage of warped U.S. regulatory incentives
Description: Avoiding toxoplasmosis generally comes down to washing your hands after handling soiled kitty litter and cooking meat properly. Source: FinancialPost.com Date: Nov 12, 2015 Link: http://business.financialpost.com/financial-post-magazine/pharma-exec-martin-shkreli-may-be-an-ass-but-hes-only-taking-advantage-of-warped-u-s-regulatory-incentives Questions for discussion: Summarize the issues raised in this article? Is there a regulatory problem?
Huge Valeant Stake Exposes Rift at Sequoia Fund
Description: For more than four decades, the Sequoia Fund has been the envy of Wall Street, one of the rare funds to consistently beat the market. Known for its close ties to Warren E. Buffett, the fund at its peak managed more than $9 billion. Source: NYTimes.com Date: Nov 12, 2015 Link: http://www.nytimes.com/2015/11/13/business/huge-valeant-stake-exposes-rift-at-sequoia-fund.html?ref=business&_r=0 Questions for… Read more »
