Posts Categorized: Management Issues

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

Posted by & filed under Company Analysis, Management Issues.

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: https://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

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

Description: The company’s stock dipped nearly 6% Source: Fortune.com – video report Date: May 04, 2016 Link: https://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

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

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: https://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

Posted by & filed under Company Analysis, Financial Planning, Management Issues.

Description: By getting institutes to collaborate Source: Fortune.com – video report Date: Apr 28, 2016 Link: https://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 »

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: https://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: https://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: https://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: https://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?