Description: Facebook is increasingly owning up to its role as one of the world’s largest distributors of information by taking more responsibility for the millions of stories that flow through its site. Source: NYTimes.com Date: Jan 11, 2017 Link: https://www.nytimes.com/2017/01/11/technology/facebook-journalism-project.html?ref=business Questions for Discussions: What are the financial links between Facebook and content producers? Will this… Read more »
Posts Categorized: Industry Analysis
Trump Win Puts a Bullseye on Elizabeth Warren’s Banking Watchdog
Description: A day of reckoning has arrived for Elizabeth Warren’s favorite regulator. Source: Bloomberg.com – video report Date: Nov 11, 2016 Link: http://www.bloomberg.com/news/articles/2016-11-11/trump-win-puts-a-bullseye-on-elizabeth-warren-s-banking-watchdog Questions for Discussions: What does the report say about the possible future of banking regulations? What do you think will happen and how will the industry be affected?
‘The unthinkable has happened’: President-elect Trump sends drug stocks up and other players tumbling
Description: President-elect is expected to take easier stance in combating drug-price hikes Source: MarketWatch.com Date: Nov 09, 2016 Link: http://www.marketwatch.com/story/drug-stocks-rally-health-insurers-tumble-as-investors-prepare-for-president-trump-2016-11-09 Questions for Discussions: What does the article say about investor reaction to the election results? What do you think the wise investor should at this time?
Here’s How We Can Keep Drug Prices Affordable for All
Description: They’re up 10% overall from last year Source: Fortune.com – video report Date: Oct 28, 2016 Link: http://for.tn/2fiedV4 Questions for Discussions: What do the panelists have to say about market forces deciding prices in this industry? Are prices free to move according to the laws of supply and demand, in your view? Should prices… Read more »
The NFL Was a Sure Thing for TV Networks. Until Now
Description: Why are football ratings down? Cord cutters. And smartphones. And the election, concussions, Kaepernick, global warming .. Source: Bloomberg.com – video report Date: Nov 03, 2016 Link: http://www.bloomberg.com/news/articles/2016-11-03/nfl-was-a-sure-thing-for-tv-networks-until-now Questions for Discussions: What are the problems facing the NFL and pro-sports in general? How would you suggest the industry deal with declining revenues?
The restaurant recession has arrived
Description: Moody’s slashes its profit growth outlook as consumers struggle to pay bills and restaurants grapple with weak traffic Source: MarketWatch.com Date: Nov 03, 2016 Link: http://www.marketwatch.com/story/analysts-who-warned-this-summer-of-a-restaurant-recession-are-looking-smart-now-2016-11-01?siteid=nwtwk Questions for Discussions: What does the article say about the restaurant business and consumer spending? What does the analysis suggest to investors?
El-Erian’s Cash-Stash Strategy Catches on as Bond Rout Deepens
Description: Mohamed El-Erian said he’s favoring cash when managing his own money. The idea is catching on in the bond market as benchmark 10-year U.S. yields rise to the highest level since May. Source: Bloomberg.com – video report Date: Oct 28, 2016 Link: http://bloom.bg/2e3JFIV Questions for Discussions: What is happening in the global bond markets?… Read more »
Get Ready for the Rooftop Solar Stall
Description: This was supposed to be solar’s moment. Residential panel installations in the U.S. grew 71 percent in 2015 as the falling cost of panels made the power they generate more competitive. Source: Bloomberg.com Date: Oct 20, 2016 Link: http://www.bloomberg.com/news/articles/2016-10-20/get-ready-for-the-rooftop-solar-stall Questions for discussion: Why has growth stalled in this industry? Summarize the business model changes… Read more »
TD Ameritrade, Scottrade deal is the sign of an industry in the midst of major change
Description: TD Ameritrade’s US$4 billion deal to acquire Scottrade Financial Services Inc. will not only give the company greater scale, but also highlights the ongoing push of discount brokerages into the wealth management sphere amid growing competition in the financial services market. Source: FinancialPost.com Date: Oct 25, 2016 Link: http://business.financialpost.com/investing/td-ameritrade-scottrade-deal-marks-an-industry-in-the-midst-of-major-change?__lsa=64cb-7420 Questions for discussion: What does… Read more »
AT&T Mulls Reinvention for Web With $86 Billion Time Warner Deal
Description: Time Warner Inc. and AT&T Inc. have survived the evolution of color TV and cable over the decades. Now, they’re contemplating a merger to adapt to the latest technological shifts: smartphones and streaming. Source: Bloomberg.com Date: Oct 22, 2016 Link: https://www.bloomberg.com/news/articles/2016-10-22/at-t-mulls-reinvention-for-web-with-86-billion-time-warner-deal Questions for Discussions: What is the rational behind the merger? Do you think… Read more »
