Congressman: People are tired of companies using tax loopholes

Posted by & filed under Governments & Regulators, Management Issues.

Description: Rep. Sandy Levin, Ranking Member of the Ways and Means Committee, says companies are racing to “skirt” crackdown on corporate tax avoidance. Source: CNNMoney.com – video report Date: Apr 07, 2016 Link: http://money.cnn.com/video/news/2016/04/06/inversions-allergan-pfizer-sandy-levin.cnnmoney/ Questions for Discussions: What are the issues in this debate? What is your view on the matter?

The Financial Industry Is Having Its Napster Moment

Posted by & filed under Industry Analysis, Management Issues.

Description: New rules and a shift toward passively managed funds could see revenues chopped in half. Source: Bloomberg.com Date: Apr 07, 2016 Link: http://www.bloomberg.com/news/articles/2016-04-07/the-financial-industry-is-having-its-napster-moment Questions for Discussions: What does the article suggest is happening in the industry and the reasons? Do you agree with this assessment? How should the industry respond to this development?

What You Need to Know About Spotify’s $1 Billion Debt Deal

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

Description: The company is facing more direct competition. Source: Fortune.com – video report Date: Mar 31, 2016 Link: http://for.tn/1UuRp6q Questions for Discussions: What is the significance of the debt load? Why do you think the firm has agreed to these terms? How should investors deal with this information?

Do Big Businesses Make Sense Anymore?  

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

Description: Just look at Airbnb, Uber, and Facebook. Source: Fortune.com – video report Date: Mar 18, 2016 Link: http://for.tn/1Rn5rqf Questions for Discussions: What do think about the commentary presented in this report? What are the economic and financial implications for this vision of corporations? How would investment, investors and the financial services industry be affected?

‘Fickle’ millennials blamed for Chipotle’s downward spiral

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

Description: Chipotle downgrade to rare underperform rating at Jefferies, which cited weak February trends and rising marketing costs Source: MarketWatch.com Date: Mar 18, 2016 Link: http://www.marketwatch.com/story/chipotle-stock-drops-after-rare-bearish-call-at-jefferies-2016-03-17 Questions for Discussions: Why has Chipotle stock been down-graded by this analyst? Do you agree with the assessment and predictions for recovery?

Big pay cut for Chipotle’s bosses

Posted by & filed under Management Issues.

Description: The company shaved the total 2015 compensation of both Steve Ells and Monty Moran by roughly half: Ells brought in $13.8 million and Moran $13.6 million. Source: CNNMoney.com Date: Mar 11, 2016 Link: http://money.cnn.com/2016/03/11/news/companies/chipotle-ceo-pay-cut/index.html?iid=hp-stack-dom Questions for Discussions: Are you surprised at the executive compensation levels at Chipotle? What do you think of the change… Read more »

The man behind a $6 billion hedge fund says ‘very dangerous investors’ have one thing in common

Posted by & filed under Management Issues.

Description: Ricky Sandler, the founder of $6 billion long/short equity hedge fund Eminence Capital, wants to hire folks with the “desire to win above the desire to be right.” Source: BusinessInsider.com Date: Mar 03, 2016 Link: http://www.businessinsider.com/eminence-capital-ricky-sandler-on-people-2016-3 Questions for discussion: What does Ricky Sandler say is an important quality in the people he believes are best… Read more »

The World’s Favorite New Tax Haven Is the United States

Posted by & filed under Governments & Regulators, Growth & Valuation, Management Issues.

Description: Moving money out of the usual offshore secrecy havens and into the U.S. is a brisk new business. Source: Bloomberg.com Date: Jan 27, 2016 Link: http://www.bloomberg.com/news/articles/2016-01-27/the-world-s-favorite-new-tax-haven-is-the-united-states Questions for Discussions: What does the article say about the secret movement of money into the U.S.? What do think is motivating this rising tide? Do you consider… Read more »