Wiley Corporate Finance Updates

Posted November 13th, 2022 by Brahm Canzer & filed under Company Analysis, Economic Analysis, Financial analysis, Growth & Valuation, Industry Analysis, Personal Finance.

Description: Shares of Carvana were briefly halted Monday morning due to volatility, down by as much as 24% at one point to below $7 per share — its lowest point on record.

Source: CNBC.com

Date: Nov 07, 2022

Link: https://www.cnbc.com/2022/11/07/carvana-stock-tanks-in-continued-sell-off.html

Questions for discussion:

Explain the company’s rapid decline in stock value, from a marketing point of view?
What are the primary factors that determine demand and supply for this market?
What would you advise the firm do to deal with the situation?

Posted November 6th, 2022 by Brahm Canzer & filed under Economic Analysis, Governments & Regulators, Market Analysis, Personal Finance.

Description: Lenders use several bits of data to set mortgage rates, including trading moves by investors. Without market volatility, the rate could be under 7 percent.

Source: NYTimes.com

Date: Nov 03, 2022

Link: https://www.nytimes.com/2022/11/03/business/mortgage-rates-fed-wall-street.html

Questions for discussion:

Explain the calculus of mortgage rates.
Why do you suppose the Fed is not participating in the market as it once did?
Where do you see this market headed over the next year?
What should investors do during that time period?

Posted November 6th, 2022 by Brahm Canzer & filed under Company Analysis, Growth & Valuation, Industry Analysis.

Description: Tiger Woods’ and Rory McIlroy’s new sports startup — which is already planning a new golf league — is drawing some big-name investors.

Source: CNBC.com

Date: Nov 02, 2022

Link: https://www.cnbc.com/2022/11/02/serena-williams-justin-timberlake-invest-in-tiger-woods-new-venture.html

Questions for discussion:

What would you do with this concept in sports marketing? Where would you begin?

What is the value of all of these celebrity owner-participants?

Posted November 6th, 2022 by Brahm Canzer & filed under Economic Analysis, Governments & Regulators, Growth & Valuation, Market Analysis, Personal Finance.

Description: Wharton’s Jeremy Siegel shared insights from the sixth edition of his seminal book ‘Stocks for the Long Run’ at the Jacobs Levy Center’s Frontiers in Quantitative Finance Conference in September.

Source: knowledge.wharton.upenn.edu

Date: Oct 25, 2022

Link: https://knowledge.wharton.upenn.edu/article/jeremy-siegel-why-stocks-are-still-durable-in-the-long-run/

Questions for discussion:

Summarize the key points made in this interview about interest rates, inflation, markets and actions by the Fed.
What do you think of these points?
Where do you think inflation and the Fed are headed over the next year?
How should investors respond, in your opinion?

Posted November 6th, 2022 by Brahm Canzer & filed under Economic Analysis, Governments & Regulators, Growth & Valuation, Management Issues, Market Analysis, Personal Finance.

Description: The federal government put a spotlight on its plans to improve investment in sustainable energy in its Fall Economic Statement on Thursday.
Finance officials said with the United States recently introducing the Inflation Reduction Act, “the need for a competitive clean technology tax credit in Canada is more important than ever.”

Source: BNNBloomberg.ca – video report

Date: Nov 03, 2022

Link: https://www.bnnbloomberg.ca/feds-place-spotlight-on-clean-tech-youth-jobs-in-fall-economic-update-1.1841518

Questions for discussion:

What does the report say about government spending plans that would be of great interest to investors?
Do you believe the buyback tax will have major impact on corporate decisions?
How do you believe inflation will progress over the next year?

Posted November 6th, 2022 by Brahm Canzer & filed under Company Analysis, Financial analysis, Growth & Valuation, Industry Analysis, Management Issues, Personal Finance.

Description: Their lucrative Yeezy collaboration accounted for more than an estimated 40% of the shoe giant’s profits. But the partners had been bickering for years.

Source: Bloomberg.com

Date: Nov 01, 2022

Link: https://www.bloomberg.com/news/articles/2022-11-01/kanye-west-adidas-split-was-brewing-for-years?leadSource=uverify%20wall

Questions for discussion:

What are the lessons to be learned from this partnership between Ye and Adidas?
Can Adidas ever afford to again become so dependent on a single celebrity?
Should the company keep selling Yeezy-designed shoes, under the Adidas brand?
If so, will consumers still want to buy the sneakers?
How can Adidas win back customers in China?

Posted November 6th, 2022 by Brahm Canzer & filed under Company Analysis, Financial analysis, Growth & Valuation, Management Issues.

Description: A decade ago, Twitter’s future was looking bright. The company was benefiting from a flood of funding into the social-networking space, eventually leading to an IPO in 2013 that raised $1.8 billion.

Source: CNBC.com

Date: Oct 29, 2022

Link: https://www.cnbc.com/2022/10/29/a-brief-history-of-twitter-from-its-founding-in-2006-to-musk-takeover.html

Questions for discussion:

Why do you think Musk bought Twitter?
Do you think there are revenue models that have yet to be tried on the platform?
Do you think Musk bought Twitter with expectations of generating profits one day or reselling the brand?

Posted October 30th, 2022 by Brahm Canzer & filed under Economic Analysis, Governments & Regulators, Market Analysis, Personal Finance.

Description: Signs of an impending U.S. recession keep piling up and now another widely followed bond-market measure is starting to intermittently flash its own warning.

Source: MarketWatch.com

Date: Oct 26, 2022

Link: https://www.marketwatch.com/story/recession-ahead-this-bond-market-indicator-is-flashing-a-code-orange-warning-11666803770?mod=home-page

Questions for discussion:

Explain the relationship between the rates and the reason for the suggested interpretation.
What do the numbers suggest to you?
What would you advise investors at this time?

Posted October 30th, 2022 by Brahm Canzer & filed under Company Analysis, Economic Analysis, Financial analysis, Growth & Valuation, Industry Analysis, Market Analysis, Personal Finance.

Description: Microsoft shares fell about 7% in extended trading on Tuesday after the company reported softer cloud revenue than expected in its fiscal first quarter and gave weak quarterly guidance.

Source: CNBC.com – video report

Date: Oct 25, 2022

Link: https://www.cnbc.com/2022/10/25/microsoft-msft-earnings-q1-2023.html

Questions for discussion:

Explain why the announced results would cause the stock price to drop by so much.
Do you think this is justified or an opportunity to buy?

Posted October 30th, 2022 by Brahm Canzer & filed under Economic Analysis, Financial analysis, Governments & Regulators, Growth & Valuation, Market Analysis, Personal Finance.

Description: On the heels of last week’s bullish turn for stocks, the market is off to a mixed start for Monday. Hong Kong stocks may be affecting the mood with a giant slump after China’s leader cemented his power.

Source: MarketWatch.com

Date: Oct 24, 2022

Link: https://www.marketwatch.com/story/this-hedge-fund-manager-who-made-winning-bets-in-2020-says-investors-should-brace-for-decades-long-stock-pullbacks-11666607362

Questions for discussion: