Why Google’s AI rollout cost shareholders more than $100 billion

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

Description: Google (GOOG, GOOGL) on Wednesday unveiled a round of new AI-focused features for its Search, Maps, and Lens apps — and investors and experts weren’t terribly impressed. Source: Yahoo.Finance.com – video report Date: Feb 09, 2023 Link: https://ca.finance.yahoo.com/news/why-googles-ai-rollout-cost-shareholders-more-than-100-billion-174703170.html Questions for discussion: What does the report say about Google’s handling of the rollout and the consequences? Given the… Read more »

‘Nuclear is back with a vengeance,’ says Cameco CEO as shares rise on new demand

Posted by & filed under Company Analysis, Economic Analysis, Financial analysis, Financial Planning, Governments & Regulators, Growth & Valuation, Industry Analysis, Management Issues, Market Analysis, Personal Finance.

Description: Uranium miner increases production outlook thanks to ‘best fundamentals’ company has ever seen Source: FinancialPost.ca Date: Feb 09, 2023 Link: https://financialpost.com/commodities/energy/nuclear-back-cameco-shares-rise-new-demand Questions for discussion: What does the report say about the uranium mining industry and this firm in particular? What are risks and opportunities related to investing in this firm? Do you think the… Read more »

The Manhattan high-rise that shrunk itself down

Posted by & filed under Company Analysis, Economic Analysis, Financial analysis, Governments & Regulators, Industry Analysis, Management Issues, Personal Finance.

Description: In 1986, a New York zoning activist made a startling discovery: A newly constructed building was over a dozen floors too high. What followed was one of the strangest outcomes in the history of big-city housing. Source: TheHustle.co Date: Feb 03, 2023 Link: https://link.thehustle.co/view/6336092910af034736048108i4gus.4amh/236068f4 Questions for discussion: What does the article say about the… Read more »

The Great Construction Mystery

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

Description: Here’s something odd: We’re getting worse at construction. Think of the technology we have today that we didn’t in the 1970s. The new generations of power tools and computer modeling and teleconferencing and advanced machinery and prefab materials and global shipping. You’d think we could build much more, much faster, for less money, than… Read more »

Spotify not raising prices reveals ‘competitive weakness’: Analyst

Posted by & filed under Company Analysis, Financial analysis, Financial Planning, Growth & Valuation, Industry Analysis, Management Issues, Personal Finance.

Description: Spotify’s (SPOT) decision not to raise prices on its U.S.-based premium subscription plan speaks volumes about the music streaming giant’s lack of pricing power. At least according to one bearish analyst. Source: Yahoo.Finance.com Date: Feb 03, 2023 Link: https://ca.finance.yahoo.com/news/spotify-not-raising-prices-reveals-competitive-weakness-analyst-160358564.html Questions for discussion: What does the report say about Spotify’s ability to manage pricing, compared to… Read more »

Some of Wall Street’s biggest names are exposed to the Adani Enterprises plunge

Posted by & filed under Company Analysis, Economic Analysis, Financial analysis, Management Issues, Market Analysis, Personal Finance.

Description: Shares of India’s Adani Enterprises have plummeted over the past week, after the publication of an extensive critical report from U.S. short-seller Hindenburg Research. Some big international players have exposure. Source: CNBC.com – video report Date: Feb 03, 2023 Link: https://www.cnbc.com/2023/02/03/some-of-wall-streets-biggest-names-are-exposed-to-the-adani-enterprises-plunge.html Questions for discussion: What does the report say about Adani Enterprises? Why is this story a concern… Read more »

How a Drug Company Made $114 Billion by Gaming the U.S. Patent System

Posted by & filed under Company Analysis, Economic Analysis, Financial analysis, Financial Planning, Governments & Regulators, Growth & Valuation, Industry Analysis, Management Issues, Market Analysis, Personal Finance.

Description: AbbVie for years delayed competition for its blockbuster drug Humira, at the expense of patients and taxpayers. The monopoly is about to end. Source: NYTimes.com Date: Jan 28, 2023 Link: https://www.nytimes.com/2023/01/28/business/humira-abbvie-monopoly.html Questions for discussion: Summarize the issues related to how businesses, governments, insurance companies and consumers are connected to the drug Humira. Is this… Read more »

What the hell are stock buybacks?

Posted by & filed under Company Analysis, Financial analysis, Financial Planning, Growth & Valuation, Management Issues, Market Analysis, Personal Finance.

Description: Major corporations are buying back their own stock at alarming rates. But whom does the practice really benefit? Source: TheHustle.co Date: Jan 23, 2023 Link: https://thehustle.co/what-the-hell-are-stock-buybacks/ Questions for discussion: Summarize the key points made in the article about corporate profits, executive compensation, shareholder value as they relate to buybacks. What does all of this… Read more »

Law Professor Urges FTC To Regulate Ad-Tech

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

Description: Many online ad practices are “unfair, deceptive, and privacy-invasive,” Brooklyn Law School professor Jonathan Askin says in a petition filed this month with the Federal Trade Commission. Source: MediaPost.com Date: Jan 19, 2023 Link: https://www.mediapost.com/publications/article/381747/law-professor-urges-ftc-to-regulate-ad-tech.html?utm_source=newsletter&utm_medium=email&utm_content=headline&utm_campaign=129023&hashid=xIhhTnG4Qdmubrqstxmgaw Questions for discussion: What is the goal of the petition? Do you think it is justified and regulations should be adopted?… Read more »

Why Florida Makes $20M A Year From Gatorade

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

Description: The Gatorade shower is a post-game ritual seen from the Sandlot to the Super Bowl. Celebrations aside, Gatorade is the most popular sports drink in the world, bringing in billions of dollars every year to its parent company, PepsiCo. But Pepsi doesn’t get to keep every dollar. Over the last few years, Pepsi has… Read more »