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 »
Posts Categorized: Industry Analysis
Kellogg CEO John Bryant Out as the Big Food Mass CEO Exodus Continues
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 »
BMI Distributes More Than $1 Billion in Music Royalties
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 »
Why do Freight Trains Still Make Money?
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?
Bill Nye Files $37 Million Suit Against Disney Over Royalties
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 »
The New Off-Court Play for NBA Stars Is Startup Equity
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 »
The World’s Biggest Tech Companies Are No Longer Just American
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 »
Opinion Journal: The Paris Climate Con
Description: Business World Columnist Holman Jenkins Jr. on why the pact is mainly about subsidies, not environmental progress. Photo credit: Getty Images. Source: MarketWatch.com – video report Date: June 01, 2017 Link: http://www.marketwatch.com/video/opinion-journal-the-paris-climate-con/AF124BBD-86EB-40A7-A6D5-185AB8F6CC03.html Questions for discussion: What does Holman Jenkins Jr. say about the agreement? Do you think the decision to withdraw reduces the influence or… Read more »
Pick the supplier, not the seller, in retail: Ivy Managment
Description: Matthew Norris, senior vice president at Ivy Investment Management Company, joins BNN to discuss his value investing strategy, which includes retail and hospital stocks. Source: BNN.ca – video report Date: May 25, 2017 Link: http://www.bnn.ca/video/pick-the-supplier-not-the-seller-in-retail-ivy-managment~1133491 Questions for discussion: What does Matthew Norris say about picking retail stocks and the businesses that supply them? Do… Read more »
Bloomberg
Description: The media mogul says most of his fortune will go to his foundation – viewing personal philanthropy not as a threat to democracy, but a way to get things done. Steve Kroft reports. Source: CBS.com – video report Date: April 21, 2017 Link: http://www.cbsnews.com/videos/bloomberg/ Questions for discussion: What information presented in this report helps… Read more »
