Investors Cozy Back Up to Stocks as Recession Fears Loom

Posted by & filed under Economic Analysis, Financial analysis, Governments & Regulators, Growth & Valuation, Market Analysis, Personal Finance.

Description: Survey shows investors re-entering the market despite recession concerns Source: Investopedia.com Date: Dec 01, 2022 Link: https://www.investopedia.com/investors-cozy-back-up-to-stocks-as-recession-fears-loom-6834242 Questions for discussion: What does the research say about current investor intentions and attitude toward stock market investing? How, in your opinion, should this research be interpreted and applied by investors in their own decision-making?

SPOS #855 – Mike Evans On The Startup Journey

Posted by & filed under Company Analysis, Growth & Valuation, Management Issues, Personal Finance.

Description: Here it is: Six Pixels of Separation – The ThinkersOne Podcast – Episode #855. The recently released book, Hangry, is a humorous, rags-to-riches, cautionary tale about Mike Evans, a Silicon Valley entrepreneur, who founded GrubHub in his basement and expanded it into the multi-billion dollar online food delivery colossus. Hungry and tired one night, Mike wanted a pizza, but getting… Read more »

Royal Bank agrees to buy HSBC’s Canada unit for $13.5B

Posted by & filed under Company Analysis, Financial analysis, Financial Planning, Governments & Regulators, Growth & Valuation, Industry Analysis, Management Issues, Market Analysis, Personal Finance.

Description: Royal Bank of Canada agreed to buy HSBC Holdings Plc’s Canadian unit — the country’s seventh-largest bank — for $13.5 billion in cash, expanding its roster of business clients and bulking up its retail presence on the West Coast as HSBC focuses on Asia. Source: BNNBloomberg.ca – video report Date: Nov 29, 2022 Link:… Read more »

In defensive interview, Sam Bankman-Fried claims he’s broke and committed no fraud

Posted by & filed under Company Analysis, Financial analysis, Financial Planning, Governments & Regulators, Growth & Valuation, Industry Analysis, Management Issues, Market Analysis, Personal Finance.

Description: Former FTX CEO Sam Bankman-Fried, in possibly the understatement of 2022, said Wednesday, “I’ve had a bad month.” The former billionaire added that he “didn’t do a good job” at upholding his responsibilities to regulators, customers and investors in a hotly anticipated conversation with CNBC’s Andrew Ross Sorkin at the DealBook Summit. Source: CNBC.com… Read more »

Have the Anticapitalists Reached Harvard Business School?

Posted by & filed under Company Analysis, Governments & Regulators, Growth & Valuation, Industry Analysis, Management Issues, Personal Finance.

Description: Social justice joins discounted cash flows on the syllabus as essential knowledge for aspiring corporate leaders. Source: NYTimes.com Date: Nov 28, 2022 Link: https://www.nytimes.com/2022/11/28/business/business-school-social-justice.html?smid=em-share Questions for discussion: What are the main arguments presented in this article? Where do you stand on these questions? What do you believe are the obligations of the corporation to… Read more »

Wharton Professor Jeremy Siegel says stocks will soar 20% next year as inflation fades—but legendary investor Bill Ackman says not so fast

Posted by & filed under Economic Analysis, Financial analysis, Financial Planning, Governments & Regulators, Growth & Valuation, Market Analysis, Personal Finance.

Description: In boardrooms at Fortune 500 companies, at swanky Wall Street bars, and in the halls of business schools across the country, there’s been a consistent debate over “what’s next?” for U.S. inflation over the past year. Source: Yahoo.Finance.com Date: Nov 22, 2022 Link: https://finance.yahoo.com/news/wharton-professor-jeremy-siegel-says-204143788.html Questions for discussion: Why is inflation so important to understanding predictions about… Read more »

Disney board reached out to Iger on Friday following concerns over earnings

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

Description: Disneys board reached out to Bob Iger on Friday, without any other serious candidates in mind to replace Bob Chapek as CEO, CNBC’s David Faber reported Monday, citing sources. Source: CNBC.com – video report Date: Nov 21, 2022 Link: https://www.cnbc.com/2022/11/21/disney-board-reached-out-to-iger-friday-after-concerns-over-earnings.html Questions for discussion: Why did the board of directors make this decision? Why do… Read more »

Tesla’s Sinking Shares Leave Wall Street Analyst Targets in Dust

Posted by & filed under Company Analysis, Financial analysis, Growth & Valuation, Industry Analysis, Market Analysis, Personal Finance.

Description: The rapid selloff in Tesla Inc. shares has left most price targets from ever-bullish Wall Street analysts seemingly obsolete. Source: Bloomberg.com Date: Nov 22, 2022 Link: https://www.bloomberg.com/news/articles/2022-11-22/tesla-s-sinking-shares-leave-wall-street-analyst-targets-in-dust?srnd=premium-canada&leadSource=uverify%20wall Questions for discussion: What does the report say about Tesla’s current and future stock valuations? Do you agree with the analysis? What would you advise investors?

How BlackBerry moved from iconic cellphones to cybersecurity

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

Description: BlackBerry was once at the top of the smartphone market in the U.S. In 2010, almost half of smartphone subscribers in the U.S. used BlackBerrys, according to Comscore. Source: CNBC.com – video report Date: Nov 19, 2022 Link: https://www.cnbc.com/2022/11/19/how-blackberry-moved-from-iconic-cellphones-to-cybersecurity.html Questions for discussion: Summarize the story of Blackberry and the direction taken by John Chen. Do… Read more »

Elon Musk’s backers cheer him on, even if they aren’t sure what he’s doing to Twitter

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

Description: Elon Musk’s acquisition of Twitter has not exactly taken off like a rocket. After trying desperately to get out of the $44 billion purchase, he faced a court battle for reneging. So he went through with it, while complaining that he was “obviously overpaying.” Mass layoffs and mass resignations have left Twitter a shadow… Read more »