A Breakup Fairy Tale for Disney

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Description: If the Magic Kingdom wants to find its next ruler, it might help if it weren’t quite so sprawling. Source: Bloomberg.com Date: May 11, 2016 Link: http://www.bloomberg.com/gadfly/articles/2016-05-11/why-disney-should-split-off-espn-abc Questions for Discussions: What are the concerns facing Disney, according to the report? What are some possible scenarios?

Tim Cook’s TV Appearances Don’t Bode Well for Apple Stock

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Description: Causing investors to question his credibility Source: Fortune.com – video report Date: May 09, 2016 Link: http://for.tn/1rLV2sy Questions for discussion: What does the report say about the relationship between Tim Cook’s public appearances and Apple’s stock valuation? What are the managerial issues related to his public appearances?

Restaurants Invest in Technology to Improve Overall Efficiency

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Description: 7% of respondents are investing in the technology to keep up with competitors Source: eMarketer.com Date: May 09, 2016 Link: http://www.emarketer.com/Article/Restaurants-Invest-Technology-Improve-Overall-Efficiency/1013933#sthash.fHBRKspS.dpuf Questions for Discussions: Why are restaurants investing in these new technologies? How cost-effective are these spent dollars, in your opinion?

This Is Why J.C. Penney’s Shares Are Tanking Today

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Description: Cost-cutting measures have already begun. Source: Fortune.com – video report Date: May 06, 2016 Link: http://for.tn/1SUgToR Questions for discussion: Why is the company share-value falling so dramatically? Do you think the current valuation represents a buy-opportunity as the firm attempts to rebuild momentum?

Here’s the email Bill Ackman sent to Charlie Munger to complain about his Valeant comments

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Description: The Senate has published a bunch of documents pertaining to Valeant, and it is a goldmine of info. Source: BusinessInsider.com Date: May 09, 2016 Link: http://www.businessinsider.com/bill-ackman-email-to-charlie-munger-2016-5 Questions for Discussions: What can you learn by reading this email about the thinking of these top financial people? Are you surprised in any way?

This Is Why Under Armour’s Shares Are Falling Today

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Description: The company’s stock dipped nearly 6% Source: Fortune.com – video report Date: May 04, 2016 Link: http://for.tn/1Nk24Px Questions for discussion: What is the connection between the exit of these executives and the stock value? Do you think the brand is loosing momentum or that the company is just looking for new ideas for growth?

Opinion: Apple should buy Tesla — and make Elon Musk CEO

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Description: A combination of an operations executive such as Tim Cook and a visionary such as Elon Musk would be formidable Source: MarketWatch.com Date: May 04, 2016 Link: http://www.marketwatch.com/story/apple-should-buy-tesla-and-make-elon-musk-ceo-2016-05-02 Questions for Discussions: What do you think of this idea? How do you think investors would react to the new firm?

Sean Parker Is Digging up the Entrenched World of Cancer Research

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Description: By getting institutes to collaborate Source: Fortune.com – video report Date: Apr 28, 2016 Link: http://for.tn/1XX4Ief Questions for Discussions: How is Sean Parker changing the efficiencies of financial resources in the research field? Do you think this strategy is a disruptor for traditional organizations such as pharmaceutical companies? How should investors in pharmaceuticals weigh… Read more »