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

Description: A lot of retail investors are getting a good laugh from watching the impact that the huge decline in Tesla’s (TSLA) share price is having on CEO Elon Musk, who was the world’s richest person before Tesla started tanking.

Source: Yahoo.Finance.com – video report

Date: Jan 07, 2023

Link: https://finance.yahoo.com/news/what-did-teslas-stock-plunge-cost-sp-500-investors-last-year-billions-and-billions-135118666.html

Questions for discussion:

  • What does the report say about Tesla and the impact it has had on portfolios?
  • What do you think investors should do at this time, given the drastic drop in price?

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

Description: A made-in-Canada electric vehicle concept car was unveiled to the world on Thursday. Project Arrow was showcased at the Consumer Electronic Show (CES) tech conference in Las Vegas, after smaller-scale previews in Canada last year.

Source: BNNBloomberg.ca – video report

Date: Jan 07, 2023

Link: https://www.bnnbloomberg.ca/ces-made-in-canada-project-arrow-unveiled-1.1866140

Questions for discussion:

  • Summarize the analysis of the firm and the impact it can have on the parts suppling industry.
  • Is this a good development for the industry?

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

Description: Here it is: Six Pixels of Separation – The ThinkersOne Podcast – Episode #859. How does artificial intelligence affect the structure and dynamics of the global economy? What are the potential benefits and risks associated with artificial intelligence on the future of humanity? Joshua Gans is the co-author of the recently published book, Power and Prediction – The Disruptive Economics of Artificial Intelligence. He is also widely known as the co-author of Prediction Machines and over ten other books at the intersection of technology, disruption and economics. Joshua is a Professor of Strategic Management and holder of the Jeffrey S. Skoll Chair of Technical Innovation and Entrepreneurship at the Rotman School of Management at the University of Toronto. He is also the Chief Economist at the Creative Destruction Lab and a Research Associate at the National Bureau of Economic Research. He is a leading expert in the field of economics, particularly in the areas of innovation, technology, and entrepreneurship. Along with book writing, he is a regular contributor to The New York Times, The Atlantic, and The Wall Street Journal. He has also done extensive work on entrepreneurship, the digital economy, and the management of intellectual property. Joshua is a recipient of the John Kenneth Galbraith Prize for his work on the economics of the digital economy and was recently named one of the world’s top 25 most influential economists by Bloomberg. Enjoy the conversation…

Source: SixPixels.com – podcast

Date: Dec 25, 2022

Link: https://www.sixpixels.com/podcast/archives/spos-859-joshua-gans-on-the-economics-of-artificial-intelligence/

Questions for discussion:

  • Summarize the key ideas about AI discussed during this episode.
  • Do you agree with the analysis and thinking suggested by Joshua Gans?
  • What are the implications for consumers and businesses?

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

Description: An investment frenzy over “generative artificial intelligence” has gripped Silicon Valley, as tools that generate text, images and sounds in response to short prompts seize the imagination.

Source: NYTimes.com

Date: Jan 07, 2023

Link: https://www.nytimes.com/2023/01/07/technology/generative-ai-chatgpt-investments.html?

Questions for discussion:

  • Why is there so much excitement about this latest development in AI technology?
  • What are some of the potential product applications?
  • Can some of these become disruptors in an industry?

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

Description: The stock and bond market could handle a much more aggressive Fed than expected, strategists argue

Source: MarketWatch.com

Date: Dec 08, 2022

Link: https://www.marketwatch.com/story/jpmorgan-looks-at-an-armageddon-scenario-of-the-fed-jacking-rates-up-to-6-5-its-conclusion-may-be-a-surprise-11670507441

Questions for discussion:

  • What is the basis for this argument?
  • Do you agree with this assessment?
  • What do you think the Fed will do over the next few months and what should investors do?

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

Description: As 2023 approaches and the prospect of a recession looms, corporate America is preparing for a slowdown in consumer spending. CEOs of major companies including Walmart and General Motors joined CNBC’s “Squawk Box” on Tuesday morning to talk inflation, interest rates, geopolitics and what it all means for their outlooks in the new year. Here’s what they said:

Source: CNBC.com – video report

Date: Dec 06, 2022

Link: https://www.cnbc.com/2022/12/06/recession-walmart-jpmorgan-gm-ceos-talk-about-possible-slowdown.html

Questions for discussion:

  • Summarize the opinions presented in this report.
  • Do you agree with the rationale?

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

Description: There’s a strong possibility that the bear market in stocks is over as investors have given up hope

Source: MarketWatch.com

Date: Dec 03, 2022

Link: https://www.marketwatch.com/story/theres-a-strong-possibility-that-the-bear-market-in-stocks-is-over-as-investors-have-given-up-hope-11669999664

Questions for discussion:

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

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

Description: Yahoo Finance Live checks out Lululemon shares following its latest earnings report and removal from analysts’ conviction buy list.

Source: Yahoo.Finance.com – video report

Date: Dec 09, 2022

Link: https://ca.finance.yahoo.com/video/lululemon-stock-drops-following-earnings-205747786.html?contentType=VIDEO

Questions for discussion:

  • Summarize the analysis presented concerning the firm.
  • Is this a good buying opportunity for investors?

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

Description: The recent Bentley-Gallup Force for Good study found that most Americans are willing to pay a premium for products from companies that have a reputation for doing good. Specifically, majorities of at least 60% said they would be willing to pay extra for a simple consumer good — a T-shirt — if the company that made it was known for making a positive difference in four specific areas.

Source: Gallup.com

Date: Dec 07, 2022

Link: https://news.gallup.com/opinion/gallup/405794/shoppers-reward-companies-doing-good.aspx

Questions for discussion:

  • What does the research say about consumer decisions and management strategies?
  • How should companies use this information, in your opinion, to advance the firm’s brand?

Posted by & filed under Company Analysis, Economic Analysis, Financial Planning, Governments & Regulators, Industry Analysis, Management Issues, Personal Finance.

Description: CEO Tim Cook confirmed that Apple will buy U.S.-made microchips at an event in Arizona on Tuesday, where President Joe Biden also spoke.

Source: CNBC.com – video report

Date: Dec 06, 2022

Link: https://www.cnbc.com/2022/12/06/tim-cook-says-apple-will-use-chips-built-in-the-us-at-arizona-factory.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail

Questions for discussion:

  • Why is Apple doing this?
  • What are the implications for future global supply channels?
  • What does this decision signal to other industries, in your opinion?