Workers Overdose on the Job, and Employers Struggle to Respond

Posted by & filed under Governments & Regulators, Management Issues.

Description: As the opioid epidemic continues to rage across the country, with a record 72,000 drug overdose deaths estimated in 2017, the fallout is increasingly manifesting itself at construction sites, factories, warehouses, offices and other workplaces. A stunning 70 percent of employers reported that their businesses had been affected by prescription drug abuse, including absenteeism, positive drug… Read more »

A Silicon Valley VC Pioneer Ponders a Smaller-Is-Better Future

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

Description: Kleiner Perkins is in crisis with star partner Mary Meeker leaving. Source: Bloomberg.com Date: Sep 20, 2018 Link: https://www.bloomberg.com/news/articles/2018-09-20/a-silicon-valley-vc-pioneer-ponders-a-smaller-is-better-future?srnd=businessweek-v2 Questions for discussion: What did you learn about the synergy between partners in VC firms? How would you describe the investing strategy of Mary Meeker in comparison to the management of the firm she is… Read more »

The Day Lehman Collapsed

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

Description: Lehman Brothers filed for bankruptcy on Sept. 15, 2008, jolting the firm’s 28,000 employees. A decade later, former employees remember the collapse and reflect on what it meant for them. Source: MarketWatch.com – video report Date: Sep 13, 2018 Link: http://www.marketwatch.com/video/the-day-lehman-collapsed/64E50022-BC37-4E27-BAEF-FBBDD7786EBC.html Questions for discussion: Summarize the key points presented in this report. Are you… Read more »

Exclusive: Campbell Soup steps up CEO search, COO a contender – sources

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

Description: (Reuters) – Campbell Soup Co’s board is drawing up a list of CEO candidates, with Chief Operating Officer Luca Mignini emerging as the top internal contender, as the company seeks to fend off a proxy challenge from Daniel Loeb’s hedge fund, Third Point LLC, people familiar with the matter said. Source: Yahoo.com – Reuters… Read more »

Opinion: Sell Tesla and buy GM — seriously

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

Description: Tesla often fails to deliver on its promises, and there’s no momentum in the stock Source: MarketWatch.com Date: Sep 13, 2018 Link: https://www.marketwatch.com/story/sell-tesla-and-buy-gm-seriously-2018-09-12 Questions for discussion: What is the analysis and basis for this recommendation? Do you agree with this assessment?

Elon Musk’s high and Tesla’s low: Stock and bonds tumble on CEO’s latest shenanigans

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

Description: Musk caused a stir by appearing to smoke a joint during an interview, while company’s accounting head has quit after a month Source: MarketWatch.com – video report Date: Sep 07, 2018 Link: https://www.marketwatch.com/story/elon-musks-high-and-teslas-low-stock-and-bonds-tumble-on-ceos-latest-shenanigans-2018-09-07 Questions for discussion: Do you think Elon Musk is losing managerial control of Tesla? How do you think  stockholders would react… Read more »

Amazon’s Antitrust Antagonist Has a Breakthrough Idea

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

Description: With a single scholarly article, Lina Khan, 29, has reframed decades of monopoly law. Source: NYTimes.com Date: Sep 07, 2018 Link: https://www.nytimes.com/2018/09/07/technology/monopoly-antitrust-lina-khan-amazon.html?rref=collection%2Fsectioncollection%2Ftechnology&action=click&contentCollection=technology&region=rank&module=package&version=highlights&contentPlacement=1&pgtype=sectionfront Questions for discussion: Summarize the key ideas presented that concern Amazon and should be of interest to investors. Do you agree with the arguments presented?

Harvard’s Foreign Farmland Investment Mess

Posted by & filed under Management Issues, Personal Finance.

Description: The university’s holdings in developing markets have proved to be more trouble than they’re worth. Source: Bloomberg.com Date: Sep 06, 2018 Link: https://www.bloomberg.com/news/articles/2018-09-06/harvard-s-foreign-farmland-investment-mess?srnd=businessweek-v2 Questions for discussion: What risks are discussed in this report? Do you think this report presents a case of poor management and decision making?

Why work has failed us: Because you can have a job and still not afford the doctor

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

Description: The insurance you get from your employer is supposed to pay for medical fees if you get sick. But they keep finding ways to shift those costs to workers instead. Source: FastCompany.com Date: Sep 07, 2018 Link: https://www.fastcompany.com/90230761/why-work-has-failed-us-because-you-can-have-a-job-and-still-not-afford-the-doctor?utm_source=postup&utm_medium=email&utm_campaign=Fast%20Company%20Daily&position=1&partner=newsletter&campaign_date=09072018 Questions for discussion: Why is the current health care management model not sustainable, according to the… Read more »

You’ll Never Guess Which Company Is ReinventingHealth Benefits

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

Description: Frustrated with insurers, some large companies — including a certain cable behemoth — are shedding long-held practices and adopting a do-it-yourself approach. Source: NYTimes.com Date: Aug 31, 2018 Link: https://www.nytimes.com/2018/08/31/health/comcast-health-insurance-employees.html?rref=collection%2Fsectioncollection%2Fbusiness&action=click&contentCollection=business&region=rank&module=package&version=highlights&contentPlacement=1&pgtype=sectionfront Questions for discussion: Do you believe these changes will reduce costs for companies? What is motivating companies to try different insurance models?