Description: Europe needs to get real about its so-called “zombie bank” problem and take the hits needed to unclog its lending machine. Source: Fortune.com Date: June 06, 2014 Link: http://fortune.com/2014/06/06/europe-economy-banks-lending/ Questions for Discussions: What are the problems facing European banks, according to the report? What are the suggested solutions?
Posts Categorized: Industry Analysis
Q&A: Travis Kalanick on Uber’s New $17 Billion Valuation
Description: Uber Technologies, the company that allows people to order taxis and private town cars via a smartphone app, has just raised $1.2 billion in a fundraising round that values the four-year-old startup at an astounding $17 billion. Source: Businessweek.com Date: June 06, 2014 Link: http://www.businessweek.com/articles/2014-06-06/q-and-a-travis-kalanick-on-ubers-new-17-billion-valuation#r=hp-ls Questions for Discussions: Summarize the risks and potential returns… Read more »
How Does Uber Make Money?
Description: With Uber’s cars now operating in 130 cities worldwide and the company looking to raise another round of financing that could value it at more $10 billion, Bloomberg’s Willem Marx asks The Big Question: How does Uber make its money? (Source: Bloomberg) Source: Bloomberg.com – video report Date: May 30, 2014 Link: http://www.bloomberg.com/video/how-does-uber-make-money-SLy8gcRXTHGAnII9oVC1ow.html Questions… Read more »
Ballmer’s $2 Billion Offer Wins Clippers Bidding
Description: Former Microsoft Corp. (MSFT) Chief Executive Officer Steve Ballmer bought the Los Angeles Clippers for a record $2 billion as the wife of Donald Sterling pushed through the sale without gaining the approval of the embattled owner. Source: Bloomberg.com Date: May 30, 2014 Link: http://www.bloomberg.com/news/2014-05-30/ballmer-s-2-billion-offer-said-to-win-clippers-bidding.html Questions for Discussions: Do you think the price was… Read more »
Carney Says Capitalism Must Reassess Bankers’ ‘Sense of Self’
Description: Mark Carney wants more “we” and less “me” in global finance. The financial crisis and trading scandals revealed how banks lost their way and staff operated for personal gain without regard to their impact on society, the Bank of England Governor said in a speech yesterday. Rules to prevent such behavior should embody the… Read more »
Apple is in trouble and here’s why
Description: Chamath Palihapitiya, former Facebook Vice President of Growth for Mobile and International, discusses Facebook’s and Google’s acquisition strategies on Bloomberg Television’s “Bloomberg West.” (Source: Bloomberg) Source: CNNMoney.com – video report Date: May 23, 2014 Link: http://www.bloomberg.com/video/do-facebook-s-recent-acquisitions-make-sense-ZXH3LiaTQxWPgqHUqHUQEQ.html Questions for discussion: Why is Apple in trouble, according to Chamath Palihapitiya? How should investors use the opinions… Read more »
All about the bling! Tiffany shines
Description: Tiffany’s shares are soaring as consumers can’t get enough little blue boxes. But it’s not the only luxury retailer doing well. Nordstrom and Michael Kors have reported strong earnings this year too. Source: CNN.com – video report Date: May 21, 2014 Link: http://money.cnn.com/video/investing/2014/05/21/investing-the-buzz-tiffany-diamonds-michael-kors-nordstrom-luxury.cnnmoney/index.html Questions for Discussions: What does this report say about Tiffany stock… Read more »
Red Lobster’s Sale Embroils Its Parent in a Fight
Description: Peeved over the pending sale of Red Lobster, an investment firm wants to replace Darden Restaurants’ (DRI) board of directors. Starboard Value, an activist hedge fund in New York, contends that Darden has “essentially given away” the seafood chain in its recent $2.1 billion agreement to sell it to Golden Gate Capital, a private equity… Read more »
Wal-Mart woes deeper than winter snow
Description: It was a rough winter for retailers and Wal-Mart was no exception. But the company also issued weak guidance for the warmer second quarter as it boosts investments to remain competitive against Amazon and Costco. Source: CNN.com – video report Date: May 15, 2014 Link: http://money.cnn.com/video/investing/2014/05/15/investing-the-buzz-walmart-retailers-kohls.cnnmoney/index.html Questions for Discussions: Why did Wal-Mart miss earnings… Read more »
Sears is in serious trouble
Description: Sears used to be an American retail icon. Ditto for Sears-owned Kmart. But with sales plunging and losses mounting, the only thing left for Sears to do is sell assets and close stores. That’s not a reason to buy the stock. Source: CNNMoney.com – video report Date: May 15, 2014 Link: http://money.cnn.com/video/investing/2014/05/14/investing-the-buzz-sears-kmart-retailer-eddie-lampert.cnnmoney/index.html Questions for… Read more »
