Description: At Berkshire Hathaway’s annual meeting in Omaha, shareholders have very different opinions about David Sokol. Source: CNNMoney.com – video report Date: 04/30/2011 Link: http://money.cnn.com/video/news/2011/04/30/n_buffett_sokol_shareholders.cnnmoney/ Questions for discussion: Judging from the interviews with stockholders, do you think the firm’s management is being questioned? Do you think the stock value is being affected? How might this… Read more »
Posts Categorized: Growth & Valuation
Cisco Grows Smarter
Description: As Starbucks and now Cisco have discovered, the wrong kind of expansion reaps painful contractions Source: Businessweek.com Date: 04/26/2011 Link: http://www.businessweek.com/managing/content/apr2011/ca20110421_393278.htm Questions for discussion: Summarize the issues raised in the report. What is your view about Cisco’s past and future prospects? What advice would you give management at this time?
Can RIM win back investors after missteps?
Description:Â Â Research In Motion Ltd. lost much of its remaining support on Wall Street Friday after the company took down its estimates for the May quarter, leaving some to wonder whether the wireless-device maker can win back support from investors who have been burned by the stock this year. Source: Marketwatch.com Date: 04/29/2011 Link: http://www.marketwatch.com/story/can-rim-win-back-investors-after-missteps-2011-04-29… Read more »
Exxon Mobil profit nears $11 billion
Description: Exxon Mobil Corp. said Thursday that its first-quarter profit climbed 69% to almost $11 billon, beating Wall Street estimates, as $100-a-barrel crude prices boosted the oil company’s bottom line to levels not seen since 2008. Source: Marketwatch.com Date: 04/28/2011 Link: http://www.marketwatch.com/story/exxon-mobil-profit-nears-11-billion-2011-04-28 Questions for discussion: What do you think Exxon’s next quarter will look like?… Read more »
digits: Google’s Answer to Groupon
Description: Google’s rival to services such as Groupon and LivingSocial, called Google Offers, has officially launched in some cities. Will Google dominate daily deals, or has the daily deals market grown too crowded? Plus: what it means for Groupon’s planned IPO. Source: Moneywatch.com – video report Date: 04/22/2011 Link: http://www.marketwatch.com/video/asset/digits-google-answer-to-groupon/C16FD858-3A59-44FA-8E56-7645A80F4EBF Questions for discussion: What contribution… Read more »
The ultimate pitch: 11 startups, 8 minutes, 500 investors
Description: In an old East Village music hall in downtown New York, more than 500 investors from around the country crowded into a dimly lit auditorium to hear 11 startups pitch. Source: CNNMoney.com Date: 04/15/2011 Link: http://money.cnn.com/2011/04/15/technology/techstars_demo_day/index.htm Questions for discussion: What do you think about this method of raising capital? What do these players have… Read more »
BullHorn: SXSW: Who’ll be the best?
Description: Foursquare and Gowalla were big hits last year at the technology conference in Austin, Texas. Are they takeover targets now? Source: CNNMoney.com – video report Date: 03/10/2011 Link: http://money.cnn.com/video/markets/2011/03/10/mkts_bh_sxsw_bsft_fnsr.cnnmoney/ Questions for discussion: Summarize the analysis presented about each company. Do you think any one of these companies has an advantage in the developing technologies… Read more »
BullHorn: Jobs back, Monster Hiding
Description: LinkedIn and other social networking sites have taken the teeth out of job search website Monster.com. Source: CNNMoney.com – video report Date: 03/04/2011 Link: http://money.cnn.com/video/markets/2011/03/04/mkts_bh_jobs_monster.cnnmoney/ Questions for discussion: Do you agree with the analysis presented of these firms? How should investors respond to the trends shown? Do you believe Monster has lost its ability… Read more »
GM shares hit post-IPO low, oil risk trumps profit
Description:  General Motors Co posted fourth-quarter results that topped Wall Street expectations, but its shares fell below their IPO price as investor concerns shifted to the pressure from rising oil prices and higher costs of launching and selling new cars. Source: Reuters.com  Date: 02/24/2011 Link: http://www.reuters.com/article/2011/02/24/us-gm-idUSTRE71N0ZD20110224 Questions for discussion: Summarize the financial results reported… Read more »
Here comes the dot-com boom 2.0
Description:  Facebook. Twitter. LinkedIn. Zynga. Groupon. LivingSocial. Will those be the Google Inc. (GOOG 630.08, +4.82, +0.77%) , eBay Inc.(EBAY 34.53, -0.16, -0.46%) and Amazon.com Inc. (AMZN 186.50, -1.26, -0.67%) of the next big wave of Internet companies going public, which appears to be happening as we speak? Source: Marketwatch.com  Date: 02/18/2011 Link: http://www.marketwatch.com/story/here-comes-the-dot-com-boom-20-2011-02-18?siteid=nwtwk… Read more »
