Description: There’s a price war in wireless. That’s great news for consumers shopping for a new smartphone … but terrible for investors in Verizon, AT&T, Sprint and T-Mobile. Source: CNNMoney.com – video report Date: Dec 12, 2014 Link: http://money.cnn.com/video/investing/2014/12/12/wireless-telco-stocks.cnnmoney/ Questions for Discussions: Why do you suppose there is a price war? How is this likely… Read more »
Posts Categorized: Growth & Valuation
How technology changed the bond market
Description: Fortune’s Shawn Tully discusses his latest feature on Rick McVey, CEO of electronic trader MarketAxess Holdings. Source: Fortune.com – video report Date: Dec 12, 2014 Link: http://for.tn/1x9oxWd Questions for Discussions: Describe the transition toward electronic trading in bonds as presented in this report? Why would greater variety be good for the industry?
This Hedge Fund’s Machines Are Making the Right Calls on Oil
Description: The quants are winning.Hedge funds that rely on computer programs to trade are producing some of the highest returns in the industry after a particularly profitable November. Source: Bloomberg.com Date: Dec 12, 2014 Link: http://www.bloomberg.com/news/2014-12-12/this-hedge-fund-s-machines-are-making-the-right-calls-on-oil.html Questions for Discussions: What does the report say about these funds and the reasons for their success? What is… Read more »
T. Boone Pickens: ‘Cut OPEC out’
Description: As oil prices fall further, T. Boone Pickens says the trend of falling prices could last for up to 18 months, but says the U.S. shale boom can survive — and that he hopes the United States will eventually stop using OPEC oil altogether. Source: CNNMoney.com – video report Date: Dec 05, 2014 Link:… Read more »
Can investors expect more than 4% return?
Description: Fortune’s Stephen Gandel sits down with a group of investors and strategists and they discuss what kind of return investors can expect in the current market. Source: Fortune.com – video report Date: Dec 04, 2014 Link: http://for.tn/1tNJHBH Questions for Discussions: What is the basis for lower market performance in the near future? Do you… Read more »
Michael Dell: Growth Rate Accelerating as Private Company
Description: Dell Chief Executive Officer and Founder Michael Dell discusses being back in charge and the benefits of being a private company. He speaks to Bloomberg’s Erik Schatzker in New York on December 3. (Source: Bloomberg) Source: Bloomberg.com – video report Date: Dec 06, 2014 Link: http://www.bloomberg.com/video/michael-dell-growth-rate-accelerating-as-private-company-56Vqo_FOSQOvqrqCHnxTAA.html Questions for Discussions: What does Michael Dell say… Read more »
Oil could go below $65 per barrel: Deshpande
Description: Natixis Oil Market Analyst Abhishek Deshpande discusses the possibilities for the price of oil post the current OPEC meeting. He speaks with Francine Lacqua and Guy Johnson on Bloomberg (Source: Bloomberg) Source: Bloomberg.com – video report Date: Nov 27, 2014 Link: http://www.bloomberg.com/video/oil-could-go-below-65-per-barrel-deshpande-XdO9Eb75S3OzvtNQPI0mLw.html Questions for Discussions: What is Abhishek Deshpande’s assessment of current and future… Read more »
How Oil’s Price Plunge Impacts Wall Street?
Description: Energy Aspects Geopolitical Analyst Richard Mallinson discusses the price of oil. He speaks on “Bloomberg Surveillance.” (Source: Bloomberg) Source: Bloomberg.com – video report Date: Nov 28, 2014 Link: http://www.bloomberg.com/video/opec-keeps-producing-cedes-no-ground-to-u-s-shale-oil-7cTjM8eeQsGWTn9TtLTflg.html Questions for Discussions: What is Richard Mallinson’s view of lower oil prices on Wall Street? Do you agree?
The problem with hedge funds
Description: AQR Capital Management co-founder, Cliff Asness, breaks down some pros and cons of hedge funds. Source: Fortune.com – video report Date: Nov 24, 2014 Link: http://for.tn/1tflPYk Questions for Discussions: What does Cliff Asness have to say about hedge funds and hedge fund investors? What do you think of his commentary?
Failed Allergan Deal Strains Valeant’s Business Model
Description: Valeant Pharmaceuticals just spent the year in the “make William Ackman even richer” business. Source: NYTimes.com Date: Nov 26, 2014 Link: http://dealbook.nytimes.com/2014/11/26/failed-allergan-deal-strains-valeants-business-model/ Questions for Discussions: Summarize the events described in this takeover battle. Who benefited the most? Were there any ”losers”?
