No Money, No Problem: Bootstrapping Off Of Apple  

Posted by & filed under Company Analysis, Financial Planning, Growth & Valuation.

Description: Braintree, GitHub and Nasty Gal all bootstrapped as startups, batting away offers from outside investors as long as they could and following their own lodestars to shape their companies. Source: Forbes.com Date: Nov 05, 2014 Link: http://www.forbes.com/sites/karstenstrauss/2014/11/05/no-money-no-problem-bootstrapping-off-of-apple/ Questions for Discussions: What was the financial planning strategy that these companies followed in order to maintain… Read more »

Expert Outlook: Mohamed El-Erian

Posted by & filed under Economic Analysis, Financial analysis, Growth & Valuation.

Description: The U.S. economy will continue to heal; the European and Japanese economies will continue to struggle. Source: Businessweek.com Date: Nov 06, 2014 Link: http://www.businessweek.com/articles/2014-11-06/global-economics-expert-outlook-2015-mohamed-el-erian#r=nav-r-story Questions for Discussions: What, in your opinion, is the most significant prediction made by El-Erian of interest to investors? Do you agree with his assessment?

Fiat Chrysler to spin-off Ferrari

Posted by & filed under Company Analysis, Financial analysis, Financial Planning, Growth & Valuation, Industry Analysis, Management Issues.

Description: Fiat Chrysler announced Wednesday it’s spinning off its famous luxury car brand Ferrari into an independent company – listing 10 percent of the stock on the market and distributing the remaining 90 percent to its shareholders. Source: Fortune.com – video report Date: Oct 29, 2014 Link: http://for.tn/1vhz0IF Questions for Discussions: Why did Fiat spin… Read more »

The Eurozone’s zombie banks

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Description: They can’t be saved. They can’t be killed and are ready to cause the next global crisis! You’d be right to think zombies, but were you thinking zombie banks? Source: CNNMoney.com – video report Date: Oct 31, 2014 Link: http://money.cnn.com/video/news/2014/10/31/zombie-banks.cnnmoney/index.html Questions for Discussions: What are “zombie” banks and how were they “created”? Why are… Read more »

David Rosenberg: Bear markets don’t just appear out of nowhere — they’re cause by these two conditions

Posted by & filed under Economic Analysis, Governments & Regulators, Growth & Valuation, Market Analysis.

Description: Gluskin Sheff’s David Rosenberg isn’t rattled by the recent volatility in the financial markets. “For stocks, it always comes down to the Fed and the economy,” Rosenberg said to Business Insider. Source: FinancialPost.com Date: Oct 29, 2014 Link: http://business.financialpost.com/2014/10/29/david-rosenberg-bear-markets-dont-just-appear-out-of-nowhere-theyre-cause-by-these-two-conditions/ Questions for Discussions: What is David Rosenberg’s fundamental belief about stock market behavior? Does his… Read more »

Facebook Tumbles After Warning of Higher Costs to Come

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Description: Facebook Inc. missed profit expectations for the first time in two years as the social network warned investors that higher costs from a series of acquisitions are beginning to take a toll on results. Source: WSJ.com Date: Oct 28, 2014 Link: http://online.wsj.com/articles/facebook-results-improve-on-mobile-ad-strength-1414526855 Questions for Discussions: What is affecting FB financials? Do you think the… Read more »

Valeant Ready to Raise Offer for Botox Maker Allergan

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Description: Valeant Pharmaceuticals said on Monday that it was willing to raise its offer for the Botox maker Allergan, and once again invited the company to negotiate a friendly deal. Source: NYTimes.com Date: Oct 27, 2014 Link: http://dealbook.nytimes.com/2014/10/27/valeant-ready-to-raise-offer-for-botox-maker-allergan/?_php=true&_type=blogs&_r=0 Questions for Discussions: What will the affect of a $200 offer be on both firms’ stock values?… Read more »

Holy guacamole! Chipotle stumbles

Posted by & filed under Company Analysis, Economic Analysis, Financial analysis, Growth & Valuation, Industry Analysis.

Description: Chipotle’s stock had been hotter than a Serrano pepper. But investors aren’t happy about slowing growth. Is Qdoba, the burrito chain owned by Jack in the Box, stealing customers? Source: CNNMoney.com – video report Date: Oct 21, 2014 Link: http://money.cnn.com/video/investing/2014/10/21/investing-the-buzz-chipotle-qdoba.cnnmoney/ Questions for Discussions: Why did Chipotle stock drop off? Is this a good time… Read more »

Amazon torn apart by Wall Street piranhas

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Description: Wall Street has a message to Amazon CEO Jeff Bezos. Stop spending so much! Big investments have led to red ink. Amazon’s weak holiday quarter sales outlook doesn’t help either. Source: CNNMoney.com – video report Date: Oct 24, 2014 Link: http://money.cnn.com/video/investing/2014/10/24/investing-the-buzz-amazon-jeff-bezos-black-friday.cnnmoney/ Questions for Discussions: Why did investors sell off Amazon stock? What are they… Read more »

The new Cold War on Business  

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Description: For two decades, globalization has been the world economy’s central story line—or so it was until Russia and China sharply changed the narrative for big companies in the West, the question now is: can there be a happy ending? Source: Fortune.com Date: Oct 08, 2014 Link: http://fortune.com/2014/10/08/the-new-cold-war-on-business/ Questions for Discussions: Summarize and evaluate the… Read more »