Amazon abandoning NYC headquarters is a cautionary tale for big tech

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

Description:  Amazon’s (AMZN) abandonment of its proposed HQ2 location in New York City is a cautionary tale for tech companies looking to open offices in new cities, several members of the tech community told Yahoo Finance. Source: Finnance.Yahoo.com – video report Date: Feb 06, 2019 Link: https://finance.yahoo.com/news/amazon-long-island-city-lessons-163016646.html Questions for discussion: Summarize what the article says about management’s strategic… Read more »

Bezos’ private life is no concern to investors

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

Description: New York (CNN Business)Wall Street traders may love to gossip about merger rumors and other corporate dramas. But the private life of Amazon CEO Jeff Bezos is apparently of no concern to investors. Source: CNNMoney.com – video report Date: Feb 08, 2019 Link: https://www.cnn.com/2019/02/08/investing/amazon-stock/index.html Questions for discussion: What does the article say about investor… Read more »

Inside Wisconsin’s Disastrous $4.5 Billion Deal With Foxconn

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

Description:  A huge tax break was supposed to create a manufacturing paradise, but interviews with 49 people familiar with the project depict a chaotic operation unlikely to ever employ 13,000 workers. Source: Bloomberg.com Date: Feb 06, 2019 Link: https://www.bloomberg.com/news/features/2019-02-06/inside-wisconsin-s-disastrous-4-5-billion-deal-with-foxconn?srnd=businessweek-v2 Questions for discussion: Summarize what the article says about the deal. Do you think the criticism… Read more »

Sackler Scion’s Email Reveals Push for High-Dose OxyContin, New Lawsuit Disclosures Claim

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

Description: A member of the Sackler family that owns OxyContin’s maker directed the company to put a premium on selling high dosages of its potentially addicting painkillers, according to new disclosures in a lawsuit. Source: NYTimes.com Date: Jan 31, 2019 Link: https://www.nytimes.com/2019/01/31/health/opioids-purdue-pharma-sackler.html Questions for discussion: What does the article say to investors about risk? Is… Read more »

Big Pharma’s Drug Studies Are Getting a NASA-Style Makeover

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

Description: A third of development costs comes from clinical trials. Novartis wants to make them cheaper and faster. Source: Bloomberg.com Date: Jan 25, 2019 Link: https://www.bloomberg.com/news/articles/2019-01-25/big-pharma-s-drug-studies-are-getting-a-nasa-style-makeover?srnd=businessweek-v2 Questions for discussion: Summarize the approach being developed to reduce and control expenses? Why do you suppose it is only now being considered by these drug companies? Should investors… Read more »

Microsoft’s Tech Chief Talks Artificial Intelligence, Mixed Reality, and Sod Farming

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

Description: As Microsoft’s chief technology officer, Kevin Scott has the challenging job of keeping his company atop all of the tech trends. Source: Fortune.com – video report Date: Jan 25, 2019 Link: http://fortune.com/2019/01/25/microsoft-cto-artificial-intelligence-mixed-reality/ Questions for discussion: What does the article suggest to investors about the future of Microsoft product development? Do you see the firm… Read more »

Snap nosedives nearly 14% after its CFO unexpectedly resigns less than one year into his job

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

Description: Snap shares plummeted 13.8 percent Wednesday afternoon following the company’s announcement Tuesday that its chief financial officer is resigning after less than a year on the job. Source: CNBC.com Date: Jan 16, 2019 Link: https://www.cnbc.com/2019/01/16/snap-nosedives-after-cfo-resigns-less-than-one-year-on-the-job.html Questions for discussion: Explain the drop in stock price in terms of managerial conditions. Do you think the stock is… Read more »

More Start-Ups Have an Unfamiliar Message for Venture Capitalists: Get Lost

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

Description: On a sunny Saturday morning in New York a few months ago, a group of 50 start-up founders gathered in the dank basement of a Lower East Side bar. They scribbled notes at long tables, sipping coffee and LaCroix while a stack of pizza boxes emanated the odor of hot garlic. One by one,… Read more »

Eddie Lampert submits revised bid of roughly $5 billion in last-ditch effort to save Sears from liquidation

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

Description: Sears Chairman Eddie Lampert has submitted a revised bid of roughly $5 billion in a last-ditch attempt to save the retailer from liquidation, according to a person familiar with the matter. Source: CNBC.com Date: Jan 10, 2019 Link: https://www.cnbc.com/2019/01/09/eddie-lampert-reportedly-submits-revised-bid-of-roughly-5-billion-to-save-sears-from-liquidation.html Questions for discussion: Do you think liquidation or the $5 billion bid is better for… Read more »

Disney’s Bob Iger Talks Streaming, Park Plans, and Learning From Kodak

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

Description: Burbank, Calif.—At Walt Disney (DIS) headquarters in this studio-filled city, Suite 3H in the original animation building holds stacks of scripts and an aerial photograph of Disneyland to the south, marked with ongoing construction projects. This is the workplace of Walter Elias Disney, re-created much as he left it in 1966. Source: Barrons.com Date: Jan 04,… Read more »