A Quiet Giant of Investing Weighs In on Trump

Posted by & filed under Economic Analysis, Growth & Valuation, Personal Finance.

Description: He is the most successful and influential investor you have probably never heard of. Source: NYTimes.com Date: Feb 06, 2017 Link: https://www.nytimes.com/2017/02/06/business/dealbook/sorkin-seth-klarman-trump-investors.html?hp&action=click&pgtype=Homepage&clickSource=story-heading&module=second-column-region&region=top-news&WT.nav=top-news&_r=0 Questions for Discussions: Summarize the opinions presented and the explanations provided. Do you agree with these sentiments?

GOLDMAN SACHS: Here’s how Trump will escalate a trade war with China

Posted by & filed under Economic Analysis, Governments & Regulators, Growth & Valuation, Personal Finance.

Description: LONDON — The risk of an escalating trade war between China and the US is rising fast. Source: BusinessInsider.com Date: Feb 07, 2017 Link: http://www.businessinsider.com/goldman-sachs-how-donald-trump-will-escalate-a-trade-war-with-china-2017-2 Questions for discussion: Summarize the arguments presented in this opinion piece. Do you agree with this line of thinking? How should investors deal with this risk?

OpenText has been on a US$3 billion buying spree, and its CEO says it’s not done yet

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

Description: Canada’s largest software company expects to get even bigger. Source: FinancialPost.ca Date: Feb 09, 2017 Link: http://business.financialpost.com/fp-tech-desk/opentext-has-been-on-a-us3-billion-buying-spree-and-its-ceo-says-its-not-done-yet?__lsa=e4f5-f69a Questions for discussion: What is OpenText’s strategy for growth? Have investors done well with this stock? What advice would you give investors today?

Ralph Lauren CEO Stepping Down

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Description: Stefan Larsson had strong disagreements with Ralph Lauren and decided to step down Source: Fortune.com – video report Date: Feb 02, 2017 Link: http://for.tn/2jHEsWG Questions for Discussions: How should investors regard the change in leadership and the reasons given? Do you think a change in leadership can reinvigorate this iconic brand?

Who’s Going to Be a Billionaire? The Biggest Winners of Snap’s I.P.O.

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

Description: One of the more reliable paths to becoming a billionaire over the past 20 years has been to build a dominant technology company and then to take it public. Source: NYTimes.com Date: Feb 02, 2017 Link: https://www.nytimes.com/2017/02/02/business/dealbook/snapchat-ipo-billionaire.html?ref=business Questions for Discussions: What information stands out in the descriptions of who benefits from this IPO? According… Read more »

Snap’s IPO to Be Haunted by Twitter and GoPro

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Description: Snap Inc. has gone to great lengths to distance itself from comparisons to Twitter Inc., the last big social media public offering. Source: Bloomberg.com Date: Feb 03, 2017 Link: https://www.bloomberg.com/news/articles/2017-02-03/snap-s-ipo-to-be-haunted-by-twitter-and-gopro Questions for discussion: What are the similarities between Snap’s IPO and those of other social media? Would you be a buyer?

Ashton Kutcher Is a Really Successful Venture Capitalist

Posted by & filed under Growth & Valuation, Personal Finance.

Description: Michael Kelso is long gone. Source: Fortune.com – video report Date: Jan 25, 2017 Link: http://for.tn/2jqkz9R Questions for Discussions: Is there a common thread in the investments Ashton Kutcher has made over the years that explains his investment thinking? Why do you suppose he has been so successful in making these early investment entries… Read more »

Trump calls U.S.-Mexico trade one-sided — and here’s the reality

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Description: WASHINGTON (MarketWatch) — Is a 1994 trade deal with Mexico really as one-sided as President Donald Trump claims? Does Mexico benefit much more than the United States? A close look at trade between the two countries shows the answer is not cut and dried. Source: MarketWatch.com Date: Jan 27, 2017 Link: http://www.marketwatch.com/story/trump-calls-us-mexico-trade-one-sided-heres-the-reality-2017-01-26 Questions for… Read more »