What’s ESG and Why Is It Suddenly So Popular?

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

Description: Why the Once-Obscure Way to Invest Is Now Hot “Focus on stocks that have the greatest return” has long been the motto of most investors and, similarly, high returns have been the barometer for considering what made a corporation “successful.” Source: FinanceYahoo.com and Say.com Date: May 01, 2019 Link: https://finance.yahoo.com/news/whats-esg-why-suddenly-popular-191510286.html Questions for discussion: What… Read more »

Women Did Everything Right. Then Work Got ‘Greedy.’

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

Description: How America’s obsession with long hours has widened the gender gap. Source: NYTimes.com Date: Apr 26, 2019 Link: https://www.nytimes.com/2019/04/26/upshot/women-long-hours-greedy-professions.html Questions for discussion: What are the managerial issues raised in this article? How should companies respond to these challenges, in your opinion?

TaylorMade CEO: Split from Adidas gave us ‘freedom and independence’

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

Description: When Tiger Woods won The Masters on Sunday, it was an instant boon to everyone in business with him, directly or even indirectly, from sponsors like Nike and Monster Beverage to broadcaster CBS. Source: YahooFinance.com – video report Date: Apr 16, 2019 Link: https://finance.yahoo.com/news/taylormade-golf-ceo-adidas-sale-gave-us-freedom-to-sign-tiger-woods-jason-day-203237110.html Questions for discussion: How much “stock value” should investors attribute to… Read more »

How Uber and Lyft Compare, in Four Charts

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

Description: Uber and Lyft have competed for riders and drivers across North America. They raced each other to go public. They even filed paperwork for their initial public offerings with the Securities and Exchange Commission on the same day late last year. Source: NYTimes.com Date: Apr 11, 2019 Link: https://www.nytimes.com/2019/04/11/business/dealbook/uber-vs-lyft-ipo-financials.html Questions for discussion: What do… Read more »

Digital Ad Spending 2019 – China

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

Description: Despite China’s economic slowdown—due in part to weaknesses in consumption and a trade war with the US—total media ad spending will increase 14.6% in 2019. Source: eMarketer.com Date: Mar 28, 2019 Link: https://www.emarketer.com/content/china-digital-ad-spending-2019?ecid=NL1001 Questions for discussion: What does this report tell investors interested in Chinese online businesses? Would you be buying today?

The ETF Tax Dodge is Wall Street’s “Dirty Little Secret”

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

Description: One day last September an unidentified trader pumped more than $3 billion into a tech fund run by State Street Corp. Source: Bloomberg.com Date: Mar 29, 2019 Link: https://www.bloomberg.com/graphics/2019-etf-tax-dodge-lets-investors-save-big/?srnd=businessweek-v2 Questions for discussion: What is motivating heartbeat trades? Should traders be concerned with this issue?

KFC Aims to Keep Its China Edge With AI Menu, Robot Ice Cream Maker

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

Description: In Shanghai’s southeastern district of Xujiahui, Colonel Sanders’s smiling visage looms over the restaurant entrance, as it does at thousands of KFC locations around the globe. But step inside, and it quickly becomes clear that this is no ordinary KFC. Source: Bloomberg.com Date: Mar 20, 2019 Link: https://www.bloomberg.com/news/articles/2019-03-20/yum-china-is-building-the-kfc-of-the-future?srnd=businessweek-v2 Questions for discussion: What is motivating… Read more »

As Costs Skyrocket, More U.S. Cities Stop Recycling

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

Description: With China no longer accepting used plastic and paper, communities are facing steep collection bills, forcing them to end their programs or burn or bury more waste. Source: NYTimes.com Date: Mar 16, 2019 Link: https://www.nytimes.com/2019/03/16/business/local-recycling-costs.html Questions for discussion: What are the financial details driving the decision-making in this situation? What are some likely solution-oriented… Read more »

Politics are tearing tech companies apart, says new survey

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

Description: A survey commissioned by a conservative group shows most tech workers identify as moderate, but the findings leave plenty of room for the right or left to argue about bias. Source: FastCompany.com Date: Mar 02, 2019 Link: https://www.fastcompany.com/90313045/politics-are-tearing-tech-companies-apart-says-new-survey?utm_source=postup&utm_medium=email&utm_campaign=Fast%20Company%20Daily&position=5&partner=newsletter&campaign_date=03022019 Questions for discussion: What does the research say about the influence of politics on company performance?… Read more »

Why the $15.4 billion Kraft Heinz brand write-down was unusual

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

Description: The ‘mega-impairment’ was non-routine and event driven according to research firm Audit Analytics Source: MarketWatch.com Date: Feb 22, 2019 Link: https://www.marketwatch.com/story/why-the-154-billion-kraft-heinz-brand-write-down-was-unusual-2019-02-22 Questions for discussion: What does the article say about the reporting issues at the firm? Do you think investors will be affected?