Description: Big gains have padded accounts, but the downside risk is larger than ever. Source: Bloomberg.com Date: Sep 28, 2018 Link: https://www.bloomberg.com/news/articles/2018-09-28/the-bull-market-could-ruin-your-retirement Questions for discussion: Summarize the concerns presented in this article. Do you agree with the assessment and risk perceptions? What would you advise investors?
Posts Categorized: Management Issues
Description: As the opioid epidemic continues to rage across the country, with a record 72,000 drug overdose deaths estimated in 2017, the fallout is increasingly manifesting itself at construction sites, factories, warehouses, offices and other workplaces. A stunning 70 percent of employers reported that their businesses had been affected by prescription drug abuse, including absenteeism, positive drug… Read more »
Description: Kleiner Perkins is in crisis with star partner Mary Meeker leaving. Source: Bloomberg.com Date: Sep 20, 2018 Link: https://www.bloomberg.com/news/articles/2018-09-20/a-silicon-valley-vc-pioneer-ponders-a-smaller-is-better-future?srnd=businessweek-v2 Questions for discussion: What did you learn about the synergy between partners in VC firms? How would you describe the investing strategy of Mary Meeker in comparison to the management of the firm she is… Read more »
Description: Lehman Brothers filed for bankruptcy on Sept. 15, 2008, jolting the firm’s 28,000 employees. A decade later, former employees remember the collapse and reflect on what it meant for them. Source: MarketWatch.com – video report Date: Sep 13, 2018 Link: http://www.marketwatch.com/video/the-day-lehman-collapsed/64E50022-BC37-4E27-BAEF-FBBDD7786EBC.html Questions for discussion: Summarize the key points presented in this report. Are you… Read more »
Description: (Reuters) – Campbell Soup Co’s board is drawing up a list of CEO candidates, with Chief Operating Officer Luca Mignini emerging as the top internal contender, as the company seeks to fend off a proxy challenge from Daniel Loeb’s hedge fund, Third Point LLC, people familiar with the matter said. Source: Yahoo.com – Reuters… Read more »
Description: Tesla often fails to deliver on its promises, and there’s no momentum in the stock Source: MarketWatch.com Date: Sep 13, 2018 Link: https://www.marketwatch.com/story/sell-tesla-and-buy-gm-seriously-2018-09-12 Questions for discussion: What is the analysis and basis for this recommendation? Do you agree with this assessment?
Description: Musk caused a stir by appearing to smoke a joint during an interview, while company’s accounting head has quit after a month Source: MarketWatch.com – video report Date: Sep 07, 2018 Link: https://www.marketwatch.com/story/elon-musks-high-and-teslas-low-stock-and-bonds-tumble-on-ceos-latest-shenanigans-2018-09-07 Questions for discussion: Do you think Elon Musk is losing managerial control of Tesla? How do you think stockholders would react… Read more »
Description: With a single scholarly article, Lina Khan, 29, has reframed decades of monopoly law. Source: NYTimes.com Date: Sep 07, 2018 Link: https://www.nytimes.com/2018/09/07/technology/monopoly-antitrust-lina-khan-amazon.html?rref=collection%2Fsectioncollection%2Ftechnology&action=click&contentCollection=technology®ion=rank&module=package&version=highlights&contentPlacement=1&pgtype=sectionfront Questions for discussion: Summarize the key ideas presented that concern Amazon and should be of interest to investors. Do you agree with the arguments presented?
Description: The university’s holdings in developing markets have proved to be more trouble than they’re worth. Source: Bloomberg.com Date: Sep 06, 2018 Link: https://www.bloomberg.com/news/articles/2018-09-06/harvard-s-foreign-farmland-investment-mess?srnd=businessweek-v2 Questions for discussion: What risks are discussed in this report? Do you think this report presents a case of poor management and decision making?
Description: The insurance you get from your employer is supposed to pay for medical fees if you get sick. But they keep finding ways to shift those costs to workers instead. Source: FastCompany.com Date: Sep 07, 2018 Link: https://www.fastcompany.com/90230761/why-work-has-failed-us-because-you-can-have-a-job-and-still-not-afford-the-doctor?utm_source=postup&utm_medium=email&utm_campaign=Fast%20Company%20Daily&position=1&partner=newsletter&campaign_date=09072018 Questions for discussion: Why is the current health care management model not sustainable, according to the… Read more »