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

Description: Dubin says the startup world has changed since he launched his men’s grooming brand 10 years ago. Here’s his advice for today’s founders.

Source: INC.com

Date: Mar 31, 2021

Link: https://www.inc.com/cameron-albert-deitch/michael-dubin-dollar-shave-club-lessons-ecommerce.html?utm_source=incthismorning

Questions for discussion:

  • Why does Michael Dubin no longer believe in the DTC model that made him a success?
  • What else does he have to say to managers about corporate responsibility?
  • How would you justify the valuation paid for Dollar Shave Club?

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

Description: Shares of education tech company Coursera opened at $39 apiece in its market debut Wednesday on the New York Stock Exchange.

Source: CNBC.com – video report

Date: Mar 31, 2021

Link: https://www.cnbc.com/2021/03/31/coursera-ipo-cour-begins-trading-on-the-nyse.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail

Questions for discussion:

  • Describe the Coursera business model.
  • Who are the target customers?
  • What are the limits to growth?
  • How should HR managers approach this potential partner in training and education?
  • Do you think this company represents a good investment at this time?

 

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

Description: Intel announced on Tuesday that it will spend $20 billion to build two new chip factories, called fabs, in Chandler, Arizona.
Intel stock rose as much as 5% on the news in extended trading on Tuesday.

Source: CNBC.com

Date: Mar 23, 2021

Link: https://www.cnbc.com/2021/03/23/intel-is-spending-20-billion-to-build-two-new-chip-plants-in-arizona.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail

Questions for discussion:

  • What is so significant about the Intel announcement for the company and the industry?
  • Why did the stock jump in price?

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

Description: (Bloomberg) — BorgWarner Inc.’s attempt to garner more respect from investors for its effort to shift to electrification fell flat, triggering an 8% slide in the auto-parts maker’s shares on the day it presented its strategic vision.

​Source: Yahoo.Finance.com and Bloomberg.com

Date: Mar 24, 2021

Link: https://ca.finance.yahoo.com/news/borgwarner-shares-drop-attempt-showcase-225352524.html

Questions for discussion:

  • Explain the stock price movements.
  • Do you think the company is a good buy at this time?

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

Description: VCs used to view the heartland as an investment desert. But the pandemic has altered the whole idea of place.

Source: INC.com

Date: Mar 19, 2021

Link: https://www.inc.com/magazine/202104/bill-saporito/steve-case-rise-of-the-rest-midwest-cities-startup-hub-ecosystem.html

Questions for discussion:

  • How is Steve Case changing the VC landscape?
  • Will this change the geographic distribution of technology startups, in your opinion?

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

Description: Rail route ‘looks promising’ after cancellation of Keystone pipeline

Source: FinancialPost.com

Date: Mar 23, 2021

Link: https://financialpost.com/commodities/energy/canadian-oil-producers-see-new-route-to-gulf-coast-refineries-coming-from-cp-rail-deal

Questions for discussion:

  • What does the deal mean for Alberta oil transportation to the Gulf refineries?
  • How should investors look at the value of this component in relation to the rail stock?

Posted by & filed under Company Analysis, Governments & Regulators, Industry Analysis, Management Issues.

Description: Chinese net users have called for a boycott of Hennes & Mauritz AB because it won’t use cotton from Xinjiang, thrusting the world’s second-largest clothing retailer into the Asian nation’s human rights controversy.

Source: BNNBloomberg.com – video report

Date: Mar 24, 2021

Link: https://www.bnnbloomberg.ca/h-m-blasted-on-chinese-social-media-for-pulling-xinjiang-cotton-1.1581583

Questions for discussion:

  • Summarize the issues involved in this report.
  • Did management handle things properly, in your opinion?
  • What should it do next?

Posted by & filed under Company Analysis, Economic Analysis, Governments & Regulators, Industry Analysis.

Description: Johnson & Johnson (JNJ) is getting lots of help both at home and abroad to get its COVID-19 jab out to the masses.
In the U.S., Merck (MRK) stepped up to begin the process this month, while in Europe, Sanofi (SNY) has offered to help fill and finish vials. And in India, J&J has already partnered with the world’s largest vaccine maker, the Serum Institute of India.

Source: Yahoo.Finance.com – video report

Date: Mar 22, 2021

Link: https://ca.finance.yahoo.com/news/us-supports-indias-biological-e-adding-to-global-supply-of-covid-19-vaccines-160331441.html

Questions for discussion:

  • Describe the global relationships between governments and the pharmaceutical industry.
  • Is this structure a good or bad thing for vaccine production and distribution, in your opinion?

Posted by & filed under Industry Analysis, Management Issues.

Description: Rachel Robasciotti says months after financial institutions vowed more diversity, running money is still a White guy’s game (Source: Bloomberg)

​Source: Bloomberg.com – video report

Date: Mar 19, 2021

Link: https://www.bloomberg.com/news/videos/2021-03-17/minority-asset-managers-are-still-waiting-for-a-social-justice-bump-video

Questions for discussion:

  • What is the appeal made by Rachel Robasciotti to her industry?
  • What explains the reluctance to increase diversity in your opinion?
  • What can be done to motivate industry players to increase diversity?

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

Description: As a deal frenzy mounts, propelled by financial vehicles known as SPACs, start-ups have become the prey.

​Source: NYTimes.com

Date: Mar 19, 2021

Link: https://www.nytimes.com/2021/03/19/technology/the-market-seems-crazy-start-ups-wrestle-with-flood-of-offers.html

Questions for discussion:

  • What does the article say about SPACs?
  • What do you think about the impact this activity is having on companies and the markets?