Description: Food security is behind ChemChina’s $43 billion takeover of Syngenta. Source: Fortune.com – video report Date: April 21, 2017 Link: http://for.tn/2pWStmR Questions for discussion: How is this acquisition different from other M&A deals that have taken place in this industry? How do you think Chinese government ownership will influence the firm and the industry… Read more »
Posts Categorized: Management Issues
Description: Rarely do you get the chance to buy one of Berkshire Hathaway CEO Warren Buffett’s favorite stocks on sale. But that’s the case now with Wells Fargo. Source: MarketWatch.com Date: April 21, 2017 Link: http://www.marketwatch.com/story/one-of-warren-buffetts-favorite-stocks-is-now-selling-at-a-big-discount-2017-04-20?siteid=nwtwk Questions for discussion: Summarize the analysis and advice. Do you agree?
Description: United has lost $570 million in market cap this week, while Warren Buffett may have lost over $50 million on his investment Source: MarketWatch.com – video report Date: April 14, 2017 Link: http://www.marketwatch.com/story/united-airlines-bad-week-cost-buffett-and-other-investors-millions-2017-04-13?mod=MW_story_top_stories Questions for discussion: Explain the sudden drop in stock value. Do you think this situation presents an opportunity for investors to… Read more »
Description: Including its flagship store in NYC. Source: Fortune.ca- video report Date: Apr 05 , 2017 Link: http://for.tn/2nYLziQ Questions for Discussions: What does this report say to investors? Do you think the financial adjustments are sufficient to allow the firm to recover and grow again one day? Would a merger make sense?
Description: Years of costly treatments could give way to pricier one-shot cures like Spark Therapeutics’ blindness drug. But insurers aren’t ready. Source: Bloomberg.com Date: April 06 , 2017 Link: https://www.bloomberg.com/news/articles/2017-04-06/just-how-much-is-a-medical-miracle-worth Questions for Discussions: Summarize the various pricing models presented in this report. What are the ethical and social considerations involved? How should the players decide… Read more »
Description: It’s tough to blame Toshiba for letting Westinghouse fail. The subsidiary was an intractable mess, facing $6 billion in cost overruns on four half-built nuclear power plants in South Carolina and Georgia. Source: Forbes.com Date: Mar 27, 2017 Link: https://www.forbes.com/sites/christopherhelman/2017/03/30/who-needs-nuclear-toshiba-already-working-on-new-zero-carbon-power-source/#14b8f77319c4 Questions for Discussions: Explain the risks to investors for Toshiba’s decisions. Do you think… Read more »
Description: As more fans cut the cord and go mobile, the network is busy protecting its cable-TV money machine. Source: Bloomberg.com Date: Mar 30, 2017 Link: https://www.bloomberg.com/news/features/2017-03-30/espn-has-seen-the-future-of-tv-and-they-re-not-really-into-it Questions for discussion: How has the business model changed at ESPN? What can the company do to deal with these changes to operations?
Description: Vadim Perelman was a young hedge fund hot shot not so long ago, overseeing a portfolio in the hundreds of millions at the age of 31, hopping on corporate boards, and issuing lengthy slide presentations about his favorite stock picks. Source: Forbes.com Date: Mar 16, 2017 Link: https://www.forbes.com/sites/nathanvardi/2017/03/16/the-34-year-old-hedge-fund-manager-who-bet-everything-on-a-stock-that-tanked/#5585be5c16fb Questions for discussion: Summarize the strategic… Read more »
Description: Dani Reiss had no intention of running a billion-dollar clothing empire when he joined his dad’s shop making winter parkas 20 years ago. He was an English literature graduate from the University of Toronto, looking for a few bucks to finance his travel plans. Source: Bloomberg.com – video report Date: March 17 , 2017… Read more »
Description: With no training in art or design, in 1979 Paul Ruitenberg started a business that moved from decorating store windows to crafting interior displays for thousands of supermarkets, including Giant Foods and A&P. Source: Forbes.com Date: Mar 17, 2017 Link: https://www.forbes.com/sites/forbestreptalks/2017/03/16/how-a-college-drop-out-built-an-18m-store-display-business-lost-everything-and-started-over/#2dd066e61e4c Questions for discussion: Explain how this company was able to grow without much… Read more »