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

Description: In 2016, the NFL made around $13 billion in revenue.

Source: Fortune.com – video report

Date: Sep 27, 2017

Link: http://for.tn/2xG9nwQ

Questions for discussion:

  • What are the revenue streams for the NFL?
  • How vulnerable are they to changes in the marketplace?
  • How would you advise managment of individual teams and the NFL as a whole to grow revenue?

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

Description: BlackBerry lives! The company reported a profit (yes, a profit) that topped Wall Street’s forecasts. The news sent the stock soaring.

Source: CNNMoney.com – video report

Date: Sep 27, 2017

Link: http://money.cnn.com/2017/09/28/investing/blackberry-earnings/index.html

Questions for discussion:

  • Why did BlackBerry stock soar?
  • Do you think the firm represents a good investment opportunity at this time?
  • How does this news affect prospects for a merger, in your opinion?

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

Description: He will be replaced by the CEO of Nature’s Bounty.

Source: Fortune.com – video report

Date: Sep 27, 2017

Link: http://for.tn/2fUaJeh

Questions for discussion:

  • Why are there so many turnovers of CEOs in this industry?
  • Do you think the solution to industry-level problems can be solved by changing CEOs?
  • How should investors respond to this activity?

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

Description: ‘We are long overdue for a correction’

Source: MarketWatch.com – video report

Date: Sep 28, 2017

Link: http://www.marketwatch.com/story/yale-fellow-former-morgan-stanley-chief-economist-a-correction-looms-2017-09-28

Questions for discussion:

  • What is the basis for this assessment?
  • Do you agree with the analysis?

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

Description: LONDON — It turns out Angry Birds is a billion-dollar idea.

Source: NYTimes.com

Date: Sep 28, 2017

Link: https://www.nytimes.com/2017/09/28/business/dealbook/rovio-angry-birds-ipo.html?rref=collection%2Fsectioncollection%2Fbusiness&action=click&contentCollection=business&region=rank&module=package&version=highlights&contentPlacement=1&pgtype=sectionfront

Questions for discussion:

  • What is the basis for the valuation?
  • Do you think it is fairly priced for investors?

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

Description: Vivek Ramaswamy got a pretty special present for his 32nd birthday in August: $1.1 billion in funding from SoftBank and other investors for the audacious biopharmaceutical firm he founded and leads, Roivant Sciences.

Source: Fortune.com

Date: Sep 21, 2017

Link: http://fortune.com/2017/09/21/roivant-sciences-ceos-profile/?iid=leftrail

Questions for discussion:

  • What is so unique about this financial structuring?
  • Why does it appeal to lenders?
  • How does it impact risk?

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

Description: Unemployment has fallen, and the stock market has soared. So why has the economic expansion since the recession been so tame, with sluggish productivity and, at least until recently, anemic wage growth?

Source: NYTimes.com

Date: Sep 20, 2017

Link: https://www.nytimes.com/2017/09/20/business/economy/startup-business.html?rref=collection%2Fsectioncollection%2Fbusiness&action=click&contentCollection=business&region=rank&module=package&version=highlights&contentPlacement=1&pgtype=sectionfront

Questions for discussion:

  • Explain the arguments made in this article. Do you agree?
  • What solutions are there?

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

Description: As the Federal Reserve prepares to begin paring the size of its $4.5 trillion balance sheet next month, analysts at Deutsche Bank on Wednesday warned that what they have dubbed the “great central bank unwind” is one of several candidates for creating the next financial crisis.

Source: MarketWatch.com

Date: Sep 20, 2017

Link: http://www.marketwatch.com/story/how-the-great-central-bank-unwind-could-ignite-the-next-financial-crisis-2017-09-20

Questions for discussion:

  • Summarize the analysis and conclusions presented in the article.
  • Do you agree with the presentation?

 

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

Description: SAN FRANCISCO — Google announced late Wednesday night that it is spending $1.1 billion to hire a team of engineers from the smartphone business of the struggling Taiwanese manufacturer HTC in a bid to bring more hardware expertise to its own mobile technology operations.

Source: NYTimes.com

Date: Sep 20, 2017

Link: https://www.nytimes.com/2017/09/20/technology/google-htc-smartphones.html?rref=collection%2Fsectioncollection%2Fbusiness&action=click&contentCollection=business&region=rank&module=package&version=highlights&contentPlacement=2&pgtype=sectionfront

Questions for discussion:

  • Do you think this acquisition makes sense for either firm?
  • What do you think of Alphabet’s record of acquisitions thus far?

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

Description: How about this setup for a joke: What does Toys “R” Us Inc. have in common with business software companies?

Source: Bloomberg.com

Date: Sep 21, 2017

Link: https://www.bloomberg.com/gadfly/articles/2017-09-21/toys-r-us-is-a-cautionary-tale-for-technology-firms

Questions for discussion:

  • What does article say about the use of debt and the consequences?
  • What should investors and financial managers take away from this report?