Huawei’s Big Offer: CEO Daily

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

Description: Why would Ren give his company’s most valuable IP—source code, hardware design, production technology, testing methods, the whole ball of wax—to an American company, in effect creating a new competitor? Well, first of all, because he’s correctly come to the conclusion that U.S. concerns over the security of the Huawei ecosystem are not going… Read more »

‘Admiral’ Gary Ng looks to expand Canada asset fleet to $50 billion

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

Description: Gary Ng may not be well-known in Toronto’s financial circles, but he’s amassed an impressive resume: internet millionaire at 16, industrialist in China at 24 and a master at golf soon after. Now at the ripe age of 35, he’s set an ambitious target for his next venture in the money management space, looking… Read more »

There’s a ‘great correlation’ between a good company culture and profits, ESG investors say

Posted by & filed under Management Issues, Personal Finance.

Description: Several investors have been wary of incorporating environmental, social and governance standards into their strategies. However, two investors think increased attention to ESG will be the best way to improve returns. Source: CNBC.com Date: Sep 19, 2019 Link: https://www.cnbc.com/2019/09/19/theres-a-great-correlation-between-a-good-company-culture-and-profits-esg-investors-say.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail Questions for discussion: “Shareholders are important and will always be incredibly important, but their highest… Read more »

SPOS #687 – The Trillion Dollar Shift With Marga Hoek

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

Description: Here it is: Six Pixels of Separation – Episode #687 – Host: Mitch Joel. Marga Hoek wants to change the world… for the better. She believes that business for good is good business. As an international strategist on sustainable business and capital, Marga is internationally recognized as a seasoned business leader, professional speaker and writer. She recently published The… Read more »

The $30 Billion Exodus: Foreign Oil Firms Bail on Canada

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

Description: Capital keeps marching out of Canada’s oil industry, with Kinder Morgan Inc.’s sale of its remaining holdings in the country on Wednesday adding to more than $30 billion of foreign-company divestitures in the past three years. Source: Bloomberg.com Date: Aug 21, 2019 Link: https://www.bloomberg.com/news/articles/2019-08-21/the-30-billion-exodus-foreign-oil-firms-are-bailing-on-canada?srnd=premium-canada Questions for discussion: What is happening in the Canadian oil… Read more »

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?