It’s Time To Regulate Big Tech, Says VC Who Helped Create It

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

Description: In his new book Unscaled, Hemant Taneja says the era of regulation-free growth is coming to an end, and entrepreneurs need to adapt. Source: FastCompany.com Date: Apr 07, 2018 Link: https://www.fastcompany.com/40554409/its-time-to-regulate-big-tech-says-vc-who-helped-create-it?utm_source=postup&utm_medium=email&utm_campaign=Fast%20Company%20Daily&position=4&partner=newsletter&campaign_date=04092018 Questions for discussion: Summarize the issues presented in this report that investors should be concerned with. What does this mean for growth projections of compamnies… Read more »

Why An Investor is Smarter Than Your CEO

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

Description: Over the last 50 years, the New York Stock Exchange has outperformed all of its constituent companies. To beat this performance, companies will have to build internal markets for resource allocation. Source: GaryHamel.com Date: Apr 08, 2018 Link: http://www.garyhamel.com/video/why-investor-smarter-your-ceo Questions for discussion: What are the lessons for management and organizations to consider, as argued… Read more »

The case for big business in America

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

Description: Big companies are under the microscope. A spate of mega mergers and the growing power of online giants like Amazon and Facebook have spurred calls for greater oversight of large corporations and stricter enforcement of antitrust rules. Source: CNNMoney.com – video report Date: Apr 07, 2018 Link: http://money.cnn.com/2018/04/07/news/economy/big-business-atkinson/index.html Questions for discussion: What are the basic arguments presented in… Read more »

Bourbon, America’s native spirit, is caught in the cross hairs of Trump’s trade war

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

Description: America’s beloved liquid spirit is caught in the cross hairs of Washington and Beijing’s trade battle. Source: CNBC.com – video report Date: Apr 07, 2018 Link: https://www.cnbc.com/2018/04/06/bourbon-americas-native-spirit-is-caught-in-the-cross-hairs-of-trumps-trade-war.html Questions for discussion: How have the threats over tarriffs and trade affected this industry? How should investors handle the stocks affected by the current climate? How might… Read more »

Tesla Has a Problem, and It’s Not the Model 3

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

Description: With all the car-making troubles that are hounding Tesla Inc. these days — from the Model 3 bottlenecks to the furious cash burn — it’s easy to overlook the company’s SolarCity headache. Source: Bloomberg.com Date: Apr 06, 2018 Link: https://www.bloomberg.com/news/articles/2018-04-06/hidden-by-model-3-mess-tesla-s-other-problem-is-about-to-emerge Questions for discussion: What does the report say about the financial problems at Tesla? What are… Read more »

Bogle on stock turbulence: ‘never seen a market this volatile to this extent in my career’

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

Description: Vanguard founder Jack Bogle has been around the block. The 88-year-old investing titan, who is basically the father of passive investing, says this renewed regime of volatility in stocks is uncanny. Source: MarketWatch.com – video report Date: Apr 07, 2018 Link: https://www.marketwatch.com/story/bogle-says-hes-never-seen-a-market-this-volatile-to-this-extent-in-my-career-2018-04-05 Questions for discussion: What does Jack Bogle say about the current level… Read more »

The Disappearing Doctor: How Mega-Mergers Are Changing the Business of Medical Care

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

Description: Big corporations — giant retailers and health insurance companies — are teaming up to become your doctor. Source: NYTimes.com Date: Apr 07, 2018 Link: https://www.nytimes.com/2018/04/07/health/health-care-mergers-doctors.html Questions for discussion: What is happening to the business of medical practice? Why is this happening? Is this a good thing, in your opinion? Should governments intervene?

Trump vs. Amazon: Let’s set the record straight

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

Description: Enough. President Trump took aim at Amazon yet again. Source: CNNMoney.com – video report Date: Mar 29, 2018 Link: http://money.cnn.com/2018/03/29/technology/trump-tweets-about-amazon-taxes/index.html Questions for discussion: What does the report say about the attack against Amazon? How should investors deal with this environment?

Ignore Trump’s Amazon bashing and buy the stock on any weakness: Deutsche Bank

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

Description: President Donald Trump may be “obsessed” with Amazon, but that doesn’t mean the company will face any meaningful action from the president, Deutsche Bank says. Source: CNBC.com – video report Date: Mar 29, 2018 Link: https://www.cnbc.com/2018/03/29/as-trump-takes-down-amazon-with-tweet-deutsche-bank-calls-presidents-bluff.html Questions for discussion: Summarize the analysis presented in this report and the reasons for buying the stock. Do… Read more »