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

Description: In the first session of this year’s Beyond Business discussion series, Wharton professors Michael Roberts and Daniel Taylor explored how analytics is influencing the field of finance, bringing new efficiencies while creating new challenges.

Source: knowledge.wharton.upenn.edu – video report

Date: Nov 29, 2022

Link: https://knowledge.wharton.upenn.edu/article/how-analytics-is-changing-finance/?utm_campaign=KatW2022&utm_medium=email&utm_source=kw_campaign_monitor&utm_term=11-30-2022&utm_content=How_Analytics_Is_Changing_Finance

Questions for discussion:

  • Summarize the key points made in this report.
  • Do you agree with this analysis and assessment?

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

Description: Survey shows investors re-entering the market despite recession concerns

Source: Investopedia.com

Date: Dec 01, 2022

Link: https://www.investopedia.com/investors-cozy-back-up-to-stocks-as-recession-fears-loom-6834242

Questions for discussion:

  • What does the research say about current investor intentions and attitude toward stock market investing?
  • How, in your opinion, should this research be interpreted and applied by investors in their own decision-making?

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

Description: Here it is: Six Pixels of Separation – The ThinkersOne Podcast – Episode #855. The recently released book, Hangry, is a humorous, rags-to-riches, cautionary tale about Mike Evans, a Silicon Valley entrepreneur, who founded GrubHub in his basement and expanded it into the multi-billion dollar online food delivery colossus. Hungry and tired one night, Mike wanted a pizza, but getting a pizza delivered was a pain in the neck. He didn’t want to call a million restaurants to see what was open. So, as an avid coder, he created GrubHub in his spare bedroom to figure out who delivered to his apartment. Then, armed with a $140 check from his first customer and ignoring his crushing college debt he quit his job. Over the next decade, Mike grew GrubHub into the world’s premier online ordering website. In doing so, he entered the company of an elite few entrepreneurs to take a startup from an idea all the way to an IPO. GrubHub’s journey from Mike’s bedroom to Wall Street doesn’t fMit into how business schools teach entrepreneurship. With a razor-sharp wit, Mike reveals surprising insights about how people approach food, and hard-won truths about how startups succeed — and even harder-won truths about how startups fail. Shocking everyone, at the pinnacle of startup success, Mike left it all behind, quitting the company he started to bike across the United States in search of balance. But eventually, the grand vistas of America bring the lessons of the past into focus, driving the realization that for entrepreneurs a hunger for success doesn’t end, and he starts another company, even more ambitious than the first. The company is Fixer. Fixer is an on-demand handyperson service. The key to the business is that the fixers are W-2 employees with benefits, trained from scratch in-house. Their goal is to reboot trade education in the United States. Enjoy the conversation…

Source: SixPixels.com – podcast

Date: Nov 27, 2022

Link: https://www.sixpixels.com/podcast/archives/spos-855-mike-evans-on-the-startup-journey/

Questions for discussion:

  • What does the discussion say to investors looking for indicators of entrepreneurial leadership?
  • What are those characteristics, in your opinion?

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

Description: Royal Bank of Canada agreed to buy HSBC Holdings Plc’s Canadian unit — the country’s seventh-largest bank — for $13.5 billion in cash, expanding its roster of business clients and bulking up its retail presence on the West Coast as HSBC focuses on Asia.

Source: BNNBloomberg.ca – video report

Date: Nov 29, 2022

Link: https://www.bnnbloomberg.ca/royal-bank-agrees-to-buy-hsbc-s-canada-unit-for-13-5b-1.1852320

Questions for discussion:

  • Summarize the analysis presented concerning the value of the deal to RBC.
  • What does this mean for the industry?
  • Is it a good deal for all parties, including consumers?

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

Description: Former FTX CEO Sam Bankman-Fried, in possibly the understatement of 2022, said Wednesday, “I’ve had a bad month.” The former billionaire added that he “didn’t do a good job” at upholding his responsibilities to regulators, customers and investors in a hotly anticipated conversation with CNBC’s Andrew Ross Sorkin at the DealBook Summit.

Source: CNBC.com – video report

Date: Dec 01, 2022

Link: https://www.cnbc.com/2022/11/30/former-ftx-ceo-sam-bankman-fried-says-i-didnt-ever-try-to-commit-fraud.html

Questions for discussion:

  • Summarize your understanding of the events that lead to the collapse of FTX.
  • How would you characterize public perception of Bankman-Fried’s behavior and explanations.
  • How do you think this story will impact business decision-making in the future?

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

Description: Social justice joins discounted cash flows on the syllabus as essential knowledge for aspiring corporate leaders.

Source: NYTimes.com

Date: Nov 28, 2022

Link: https://www.nytimes.com/2022/11/28/business/business-school-social-justice.html?smid=em-share

Questions for discussion:

  • What are the main arguments presented in this article?
  • Where do you stand on these questions?
  • What do you believe are the obligations of the corporation to society?

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

Description: In boardrooms at Fortune 500 companies, at swanky Wall Street bars, and in the halls of business schools across the country, there’s been a consistent debate over “what’s next?” for U.S. inflation over the past year.

Source: Yahoo.Finance.com

Date: Nov 22, 2022

Link: https://finance.yahoo.com/news/wharton-professor-jeremy-siegel-says-204143788.html

Questions for discussion:

  • Why is inflation so important to understanding predictions about the economy and stock and bond markets?
  • What does the report say about these items?
  • What is your understanding of these topics and your predictions?

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

Description: Disneys board reached out to Bob Iger on Friday, without any other serious candidates in mind to replace Bob Chapek as CEO, CNBC’s David Faber reported Monday, citing sources.

Source: CNBC.com – video report

Date: Nov 21, 2022

Link: https://www.cnbc.com/2022/11/21/disney-board-reached-out-to-iger-friday-after-concerns-over-earnings.html

Questions for discussion:

  • Why did the board of directors make this decision?
  • Why do you believe Bob Iger decided to accept the appeal for him to return?
  • What would you advise the company do to improve operations?
  • Is the stock a good buy at this time?

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

Description: The rapid selloff in Tesla Inc. shares has left most price targets from ever-bullish Wall Street analysts seemingly obsolete.

Source: Bloomberg.com

Date: Nov 22, 2022

Link: https://www.bloomberg.com/news/articles/2022-11-22/tesla-s-sinking-shares-leave-wall-street-analyst-targets-in-dust?srnd=premium-canada&leadSource=uverify%20wall

Questions for discussion:

  • What does the report say about Tesla’s current and future stock valuations?
  • Do you agree with the analysis?
  • What would you advise investors?

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

Description: BlackBerry was once at the top of the smartphone market in the U.S. In 2010, almost half of smartphone subscribers in the U.S. used BlackBerrys, according to Comscore.

Source: CNBC.com – video report

Date: Nov 19, 2022

Link: https://www.cnbc.com/2022/11/19/how-blackberry-moved-from-iconic-cellphones-to-cybersecurity.html

Questions for discussion:

  • Summarize the story of Blackberry and the direction taken by John Chen.
  • Do you think the current plan is the correct path for the company?
  • What would you advise the firm?
  • Would you be a buyer of the stock today?