Description: This Bud’s not for you? Anheuser-Busch InBev, the owner of Budweiser, Bud Light and Stella Artois, said that beer sales in the U.S. fell 5.6% in the third quarter. Source: CNNMoney.com – video report Date: Oct 26, 2017 Link: http://money.cnn.com/2017/10/26/investing/anheuser-busch-inbev-budweiser-beer-sales/index.html Questions for discussion: What might explain poor sales? What does the report suggest about… Read more »
Posts Categorized: Industry Analysis
Description: Spending on paid media worldwide will increase 7.0% in 2017 to $584.14 billion Source: eMarker.com Date: Oct 16, 2017 Link: https://www.emarketer.com/Article/eMarketer-Releases-New-Worldwide-Ad-Spending-Estimates/1016621?ecid=NL1009 Questions for discussion: What do these figures tell investors? Which stocks do you think will partake in this predicted spending growth?
Description: Mike Moore made cigarette companies pay for the high cost of treating smokers. Here he comes again. Source: Bloomberg.com Date: Oct 05, 2017 Link: https://www.bloomberg.com/news/features/2017-10-05/the-lawyer-who-beat-big-tobacco-takes-on-the-opioid-industry Questions for discussion: What are the legal and managerial implications for the pharmacuetiucal industry that are raised in this article? How should investors regard this information, as a risk… Read more »
Description: Shares in China’s biggest internet companies are on a tear this year, but some investors think things have gone too far. Source: CNNMoney.com – video report Date: Oct 05, 2017 Link: http://money.cnn.com/2017/10/05/investing/china-tech-bubble/index.html Questions for discussion: What is the basis for concern with current stock valuations? Do you share this concern? Do you agree with… Read more »
Description: He will be replaced by the CEO of Nature’s Bounty. Source: Fortune.com – video report Date: Sep 27, 2017 Link: http://for.tn/2fUaJeh Questions for discussion: Why are there so many turnovers of CEOs in this industry? Do you think the solution to industry-level problems can be solved by changing CEOs? How should investors respond to… Read more »
Description: In 2015, the music licensing agency BMI reached $1 billion in revenue for the first time, and Michael O’Neill, the company’s chief executive, predicted that it would take another three years before the agency could, after expenses, pay $1 billion in royalties to its songwriters and music publishers. BMI reached its goal one year early. Source:… Read more »
Description: They’re actually very, very useful. Source: Fortune.com – video report Date: Aug 24, 2017 Link: http://for.tn/2wzp5KR Questions for discussion: Why are railroads a good business to be in? Why do investors like them?
Description: Bill Nye filed a $37 million lawsuit against the Walt Disney Company and a number of its subsidiaries on Thursday, alleging that he was deprived of $9 million in profits from his show, “Bill Nye the Science Guy,” which originally ran from 1993 to 1998 on PBS. Source: NYTimes.com Date: Aug 25, 2017 Link:… Read more »
Description: About three years ago, in February 2014, Andre Iguodala spent an off-day during the NBA season at the offices of venture capital firm Andreessen Horowitz in Menlo Park, Calif. Source: Bloomberg.com Date: Aug 25, 2017 Link: https://www.bloomberg.com/news/features/2017-08-24/the-new-off-court-play-for-nba-stars-is-startup-equity Questions for discussion: What does this report say about the changes taking place in finance and planning? How do you… Read more »
Description: HONG KONG — The technology world’s $400 billion-and-up club — long a group of exclusively American names like Apple, Google, Facebook, Microsoft and Amazon — needs to make room for two Chinese members. Source: NYTimes.com Date: Aug 17, 2017 Link: https://www.nytimes.com/2017/08/17/business/dealbook/alibaba-sales-revenue-first-quarter-profit.html?ref=dealbook Questions for discussion: What does the report say about competition in this industry and how… Read more »