Blackberry CEO Chen on Big Tech, Innovation and Jaguar

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Description: Blackberry CEO Chen on Big Tech, Innovation and Jaguar Source: Bloomberg.com – video report Date: Mar 22, 2018 Link: https://www.bloomberg.com/news/videos/2018-03-22/blackberry-ceo-chen-on-big-tech-innovation-and-jaguar-video Questions for discussion: Why is John Chen confident that Blackberry can reach $30 per share in the short run? Is Blackberry presenting itself as the IT answer to data security? Do you think the… Read more »

Even With Takeover Bid Blocked, Qualcomm ‘Is in a Tight Spot’

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Description: SAN FRANCISCO — President Trump appeared to bail out Qualcomm on Monday by blocking Broadcom’s hostile takeover attempt of the chip maker, citing national security fears about China. Source: NYTimes.com Date: Mar 13, 2018 Link: https://www.nytimes.com/2018/03/13/technology/takeover-qualcomm-blocked-troubles.html?rref=collection%2Fsectioncollection%2Fbusiness&action=click&contentCollection=business&region=rank&module=package&version=highlights&contentPlacement=1&pgtype=sectionfront Questions for discussion: What does the report say about the situation at Qualcomm? What do you think will happen? What… Read more »

25 Surprising Facts About Warren Buffett

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Description: From buying his first stock at age 11 to having his face on Cherry Coke cans in China, these Warren Buffett facts might surprise you. Source: Entrepreneur.com Date: Mar 05, 2018 Link: https://www.entrepreneur.com/article/290381?utm_source=newsletter&utm_medium=email Questions for discussion: Summarize what the report has to say about Warren Buffett that relates to investment thinking? Are you surprised… Read more »

All the times Ackman’s $1 billion bet against Herbalife should have been unwound

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Description: Bill Ackman had vowed to take his short bet against Herbalife to the ‘end of the Earth’ Source: MarketWatch.com Date: Feb 28, 2018 Link: https://www.marketwatch.com/story/all-the-times-ackmans-1-billion-bet-against-herbalife-should-have-been-unwound-2018-02-28 Questions for discussion: What are the lessons short sellers should take away from this report? What is your opinion of Bill Ackman’s stratregic thinking?

Does Wells Fargo Have a Plan?

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Description: Wells Fargo & Co. Chief Executive Officer Tim Sloan has said it to customers, shareholders, and employees. The bank ran television commercials to make sure nobody missed it. In October he flew to Washington to say it to Congress: He’s sorry for how the bank abused consumers. Source: Bloomberg.com Date: Mar 01, 2018 Link: https://www.bloomberg.com/news/articles/2018-03-01/does-wells-fargo-have-a-plan Questions… Read more »

Art Cashin: Once the 10-year yield hits 3% ‘all hell’ could break loose

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Description: It could be a bad day for the markets once the yield on the benchmark10-year Treasury hits 3 percent, closely followed trader Art Cashin told CNBC on Thursday. Source: CNBC.com – video report Date: Feb 22, 2018 Link: https://www.cnbc.com/2018/02/22/art-cashin-once-the-10-year-yield-hits-3-percent-all-hell-could-break-loose.html Questions for discussion: What is the significance of 10-year treasuries hitting 3%, according to Art Cashin?… Read more »

How GE Went From American Icon to Astonishing Mess

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Description: Famous for great management, General Electric is staring down a plunging share price, a federal investigation, and possible breakup. Source: Bloomberg.com Date: Feb 1, 2018 Link: https://www.bloomberg.com/news/features/2018-02-01/how-ge-went-from-american-icon-to-astonishing-mess Questions for discussion: What does the article say about the reasons for GE’s rise and fall? Is blame entirely the fault of poor management? Can GE rise… Read more »

Tesla unveils pay plan for CEO Elon Musk

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Description: CNBC’s Phil LeBeau reports on how Tesla is paying CEO Elon Musk’s salary. Tesla unveils pay plan for CEO Elon Musk from CNBC. Source: CNBC.com – video report Date: Jan 23, 2018 Link: https://www.cnbc.com/video/2018/01/23/tesla-unveils-pay-plan-for-ceo-elon-musk.html Questions for discussion: How is Elon Musk compensated? Is this an appropriate method for senior management of a firm, in… Read more »

Apple didn’t say it was hiring 20,000 new workers, nor bringing back its overseas cash

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Description: At Apple, ‘creating’ jobs isn’t the same as hiring, and paying repatriation taxes doesn’t mean the money is coming home Source: MarketWatch.com Date: Jan 18, 2018 Link: https://www.marketwatch.com/story/apple-didnt-say-it-was-hiring-20000-new-workers-nor-bringing-back-its-overseas-cash-2018-01-17 Questions for discussion: What is the point made in the report about Apple management and intensions? Do you think the argument is fair?  

Netflix can shake off Kevin Spacey scandal — and ‘Stranger Things’ will help

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Description: Streaming giant will survive the sexual harassment scandal as long as it remains an isolated incident, analyst says Source: MarketWatch.com Date: Dec 02, 2017 Link: https://www.marketwatch.com/story/netflix-can-shake-off-kevin-spacey-scandal-and-stranger-things-will-help-2017-12-01 Questions for discussion: What does the report say about how the recent scandal has impacted Netflix profitability? Do you think the risk to investors has substantially changed? How… Read more »