Wiley Corporate Finance Updates

Posted March 19th, 2023 by Brahm Canzer & filed under Company Analysis, Financial analysis, Growth & Valuation, Industry Analysis, Personal Finance.

Description: Jason Helfstein, Oppenheimer & Co Managing Director – Head of Internet Research, joins Yahoo Finance Live to talk about Netflix’s password-sharing crackdown and the outlook for the company’s stock.

Source: Yahoo.Finance.com – video report

Date: Mar 14, 2023

Link: https://ca.finance.yahoo.com/video/netflix-investors-too-pessimistic-paid-204758846.html?contentType=VIDEO

Questions for discussion:

Why does Jason Helfstein think Netflix will succeed with its tier pricing and advertising plans?
What business model do you think Netflix and other streaming services should develop?
Are there strategies other than subscriptions and advertising?
Is Netflix a good investment at this time, in your opinion?

Posted March 12th, 2023 by Brahm Canzer & filed under Company Analysis, Financial analysis, Growth & Valuation, Industry Analysis, Management Issues, Personal Finance.

Description: Shares of WW International, also known as WeightWatchers, skyrocketed Tuesday after the company said it planned to buy Sequence, a telehealth platform that provides treatment for obesity.

Source: CNBC.com – video reports

Date: Mar 07, 2023

Link: https://www.cnbc.com/2023/03/07/weightwatchers-stock-surges-sequence-deal.html

Questions for discussion:

Explain why the stock soared?
How does this acquisition change the business model at the company?
How does this change management and operations?
How does the WW brand name help with future development?

Posted March 12th, 2023 by Brahm Canzer & filed under Company Analysis, Economic Analysis, Financial analysis, Financial Planning, Governments & Regulators, Growth & Valuation, Industry Analysis, Management Issues, Market Analysis, Personal Finance.

Description: If you’re wondering why Silicon Valley Bank, one of the biggest lenders to tech start-ups, had to be taken over Friday by the Federal Deposit Insurance Corporation, one good place to look is the Federal Reserve.

Source: Nytimes.com

Date: Mar 10, 2023

Link: https://www.nytimes.com/2023/03/10/opinion/silicon-valley-bank-federal-reserve.html

Questions for discussion:

Explain the demise at SVB as described in the report?
What does this mean for other banks?

Posted March 12th, 2023 by Brahm Canzer & filed under Economic Analysis, Financial analysis, Financial Planning, Growth & Valuation, Management Issues, Market Analysis, Personal Finance.

Description: The super-rich have an affinity for private equity investment, an appetite for risk, and copious savings, according to a study of wealth creation in Norway over 22 years.

Source: knowledge.wharton.upenn.edu

Date: Mar 7, 2023

Link: https://knowledge.wharton.upenn.edu/article/how-the-wealthiest-got-to-where-they-are/?utm_campaign=KatW2023&utm_medium=email&utm_source=kw_campaign_monitor&utm_term=3-8-2023&utm_content=How_the_Wealthiest_Got_to_Where_They_Are

Questions for discussion:

What does the research say is how the wealthiest people became so wealthy?
What do you think about this research and interpretation?
What lessons are there for average investors, in your opinion?

Posted March 12th, 2023 by Brahm Canzer & filed under Economic Analysis, Financial analysis, Financial Planning, Governments & Regulators, Growth & Valuation, Industry Analysis, Market Analysis, Personal Finance.

Description: Last two inflation pandemics only ended after real interest rates went big-time positive — almost to double-digits

Source: FinancialPost.com

Date: Feb 28, 2023

Link: https://financialpost.com/opinion/global-inflation-pandemic-wont-end-economy-hits-wall?utm_medium=Social&utm_source=Facebook&fbclid=IwAR1sws58ASzLstDBcfzlYtDA_ho92uRR3mi4pirYfp06AsF6WYrljrpRSv4#Echobox=1677599780

Questions for discussion:

What does the report say about inflation, interest rates, and the strategies used to control both?
What do believe will take place over 6the next year?
How should investors, businesses and consumers prepare?

Posted March 12th, 2023 by Brahm Canzer & filed under Company Analysis, Financial analysis, Growth & Valuation, Industry Analysis, Management Issues.

Description: At Bluebird Backcountry, you can feel the thrill of making fresh tracks without the constant fear of avalanches. And you can bring your dog.

Source: NYTimes.com

Date: Mar 10, 2023

Link: https://www.nytimes.com/2023/03/10/travel/colorado-backcountry-skiing.html

Questions for discussion:

Summarize the approach taken to explore the concept and then establish the alternative ski experience?
How is this a different operations, management, marketing and financial enterprise?

Posted March 12th, 2023 by Brahm Canzer & filed under Company Analysis, Financial analysis, Financial Planning, Industry Analysis, Management Issues, Personal Finance.

Description: Footwear retailer Allbirds on Thursday unveiled a broad overhaul of its strategy and an executive shake-up after failing to post year-over-year quarterly sales growth for the first time in its history.

Source: CNBC.com – video reports

Date: Mar 09, 2023

Link: https://www.cnbc.com/2023/03/09/allbirds-bird-q4-earnings-2022.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail

Questions for discussion:

Explain the drop is share value?
How much was this due to management’s strategic decision-making to boost growth?
What would you advise the company do next?
What is likely to happen next, in your opinion?

Posted March 5th, 2023 by Brahm Canzer & filed under Company Analysis, Economic Analysis, Financial analysis, Financial Planning, Governments & Regulators, Growth & Valuation, Industry Analysis, Management Issues, Personal Finance.

Description: Foxconn, one of Apple’s largest suppliers and a major manufacturer of iPhone components, will invest about $700 million to build a new plant in India’s Karnataka state, Bloomberg reported Friday. The report comes as U.S. companies continue to reevaluate their reliance on China in the wake of mounting tension between the U.S. and the Chinese government.

Source: CNBC.com – video report

Date: Mar 03, 2023

Link: https://www.cnbc.com/2023/03/03/iphone-supplier-to-build-factory-in-india-a-further-pivot-from-china-report.html

Questions for discussion:

What does the report say about the direction taken by Apple and Foxconn?
What does this investment announcement mean for the companies and future investment in India?
How should investors interpret this announcement?

Posted March 5th, 2023 by Brahm Canzer & filed under Company Analysis, Economic Analysis, Financial analysis, Financial Planning, Growth & Valuation, Industry Analysis, Management Issues, Personal Finance.

Description: Once inflation cools off and people are educated about the dietary benefits of Beyond Meat’s plant-based products and their positive impact on the environment, the company could be in good shape. Until then, Beyond Meat is slashing production and other operating expenses and testing retail pricing initiatives as it contemplates new marketing messaging about health and sustainability. Company executives touched on those themes last week while announcing a net loss of $366.1 million in 2022—twice that of 2021’s $182.1 million. On the positive side, Beyond Meat reduced its operating expenses last year from $97.8 million in Q1 to $62.8 million in Q4.

Source: MediaPost.com

Date: Feb 27, 2023

Link: https://www.mediapost.com/publications/article/382935/beyond-meat-cost-cuts-working-communicating-prod.html?utm_source=newsletter&utm_medium=email&utm_content=readmore&utm_campaign=129421&hashid=7T9TCmQZSDGbnu-424RuBQ

Questions for discussion:

From a financial point of view, how would you characterize the firm and chances for future growth?
Would you be a buyer today? Explain your thinking.

Posted March 5th, 2023 by Brahm Canzer & filed under Company Analysis, Financial Planning, Growth & Valuation, Industry Analysis, Personal Finance.

Description: Yahoo Finance’s Jared Blikre is joined by MarketGauge.com Director of Trading Education, Michele “Mish” Schneider, and StockCharts.com Chief Market Strategist, David Keller, CMT, as Michele discusses artificial intelligence.

Source: Yahoo.Finance.com – video report

Date: Feb 27, 2023

Link: https://ca.finance.yahoo.com/video/why-investing-ai-reminds-3d-130048642.html?contentType=VIDEO

Questions for discussion: