Posted by & filed under Governments & Regulators, Growth & Valuation, Management Issues.

Description: George Soros likes to say the rich should pay more taxes. A substantial part of his wealth, though, comes from delaying them.

Source: Bloomberg.com

Date: April 30, 2015

Link: http://www.bloomberg.com/news/articles/2015-04-30/george-soros-s-tax-bill

Questions for Discussions:

  • How has George Soros benefited financially from the tax code?
  • Do you think it is unethical to allow this sort of tax treatment?
  • Why do you think the code was introduced in the first place?

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

Description: The streaming service is paying $180 million for all nine seasons of the classic NBC comedy ‘Seinfeld.’

Source: Fortune.com – video report

Date: April 29, 2015

Link: http://for.tn/1EpC4Kb

Questions for Discussions:

  • How would you go about evaluating a dollar value offer for these series?
  • Do you think the deal for Seinfeld is fair for all parties?

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

Description: Apple just delivered nothing short of a profit party last night – topping just about every financial metric possible. But the stock isn’t doing anything. How can that be?

Source: USAToday.com

Date: April 28, 2015

Link: http://americasmarkets.usatoday.com/2015/04/28/what-is-apple-really-worth/

Questions for Discussions:

  • Summarize the different valuations of Apple.
  • Which do you subscribe to?

Posted by & filed under Management Issues.

Description: Who tends to determine what a CEO should be paid? The compensation committee. Who tends to sit on the compensation committee? CEOs from other companies, of course.

Source: FinancialPost.com

Date: April 28, 2015

Link: http://business.financialpost.com/executive/leadership/you-scratch-his-back-hell-scratch-mine-and-ill-scratch-yours-why-ceos-give-each-other-raises

Questions for Discussions:

  • What is “anticipated reciprocity?
  • Explain the experiments and the results derived.
  • How can the system be made fairer?

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

Description: China is becoming an increasingly vital part of Apple’s business. Over the fiscal second quarter, Apple’s revenue in greater China grew 71 percent, to $16.8 billion, compared with the same period last year, the company said in its financial earnings report on Monday.

Source: NYTimes.com

Date: April 27, 2015

Link: http://www.nytimes.com/2015/04/28/technology/apple-quarterly-earnings.html?_r=0

Questions for discussion:

  • Summarize Apple’s latest financial report.
  • How do you think this will impact the stock price over the next six months?

Posted by & filed under Economic Analysis, Financial analysis, Governments & Regulators, Growth & Valuation.

Description: Greece’s government bonds rallied, with three-year yields dropping the most since the securities were sold in July, on optimism the nation may be moving toward a strategy that would help unlock funding and avert a default.

Source: Bloomberg.com

Date: April 27, 2015

Link: http://www.bloomberg.com/news/articles/2015-04-27/germany-s-bonds-climb-as-greek-funding-impasse-spurs-haven-bid

Questions for Discussions:

  • How are Greek bonds performing?
  • What are the reasons for this change?
  • Do you think the trend will continue?

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

Description: The Department of Justice reportedly has concerns the merger would be too large in the cable and broadband market.

Source: Fortune.com – video report

Date: April 21, 2015

Link: http://for.tn/1cV6c7m

Questions for Discussions:

  • What are the concerns over this deal?
  • Do you believe they are justified?
  • How should investors deal with the possible outcomes?

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

Description: Bloomberg’s Brian Womack and Paul Sweeney discuss the mounting challenges that Marissa Mayer will face in Yahoo’s turnaround plan with Emily Chang on “Bloomberg West.” (Source: Bloomberg)

Source: Bloomberg.com – video report

Date: April 21, 2015

Link: http://bloom.bg/1yPAWjZ

Questions for Discussions:

  • What are the financial problems at Yahoo!?
  • What do investors want to see?
  • Why is mobile advertising revenue so critical for Yahoo!?

Posted by & filed under Company Analysis, Financial analysis, Management Issues.

Description: The company divested in their Korean subsidiary Ticket Monster. Fortune’s Andrew Nusca and Erin Griffith examine whether this decision will please stockholders.

Source: Fortune.com

Date: April 20, 2015

Link: http://for.tn/1cRYv1x

Questions for Discussions:

  • Do you think the strategy is a good one for the company or for existing stockholders?
  • How should investors consider the stock, going forward?

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

Description: In July 2013, executives from the three companies that co-owned Hulu — Comcast, 21st Century Fox and Walt Disney — had a conversation about their joint venture. Hulu, the video streaming service, had been on the auction block, and lucrative bids had come in from two Comcast rivals, AT&T and the satellite operator DirecTV, among other potential buyers.

Source: NYTimes.com

Date: April 21, 2015

Link: http://www.nytimes.com/2015/04/22/business/media/6-senators-urge-rejection-of-comcast-time-warner-cable-deal.html?ref=business&_r=0

Questions for discussion:

  • What are the issues in this merger?
  • How would you expect regulators to respond?
  • Do you think there will be any change to the level of competition – and thus pricing of services in the industry?