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

Description: Welcome to our first-ever live podcast recording from Clubhouse (the new social audio app that is all the rage). This conversation was recorded this past Friday (February 19th, 2021). Our conversation this week is with my old friend, Jeremiah Owyang, to discuss the present and future of social audio, Clubhouse, smart audio, podcasting and beyond. Jeremiah is no stranger to this show. He is an industry analyst based in Silicon Valley who helps his clients solve how new technology connects companies to their customers. He is well recognized by both the tech industry and the media for his grounded approach to deriving insights through rigorous research. From corporate innovation, autonomous technology or modern wellbeing, he views every aspect of emerging technologies through the lens of growth, opportunity and constantly shifting consumer behaviors and expectations. Forever at the forefront, Jeremiah identifies trends and advises major companies to adapt their business models to better connect with customers. He also publishes numerous research reports, playbooks and frameworks to help businesses navigate change, improve customer experiences and identify trends before they happen. He used to work as an analyst for Forrester Research, co-founded Altimeter Group and many more. Currently, he is the founder at Catalyst Companies and Kaleido Insights. Like me, he is fascinated with this new space known as social audio and published, The Future of Social Audio: Startups, Roadmap, Business Models, and a Forecast. Plus, he works out of an awesome Airstream trailer. Enjoy the live conversation…

Source: SixPixels.com – podcast

Date: Feb 21, 2021

Link: https://www.sixpixels.com/articles/archives/jeremiah-owyang-on-the-future-of-social-audio-live-from-clubhouse-this-weeks-six-pixels-of-separation-podcast/

Questions for discussion:

  • What is social audio and why is it drawing so much attention from marketers and investors?
  • Summarize the key ideas discussed in the podcast.

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

Description: The motorcoach sector has been devastated by the drop in pandemic-era travel, but there’s been little federal aid for this 3,000-company transportation industry.

Source: Bloomberg.com

Date: Feb 23, 2021

Link: https://www.bloomberg.com/news/articles/2021-02-23/there-s-no-covid-bailout-for-the-bus-industry?srnd=premium

Questions for discussion:

  • What does the report say about the state of the motorcoach industry?
  • Do you think the government should do more to support those affected by the pandemic?
  • Is the industry likely to bounce back after the pandemic eases?

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

Description: Stocks actually are an inflation hedge but the market doesn’t see it that way

Source: MarketWatch.com

Date: Feb 18, 2021

Link: https://www.marketwatch.com/story/inflation-is-rising-and-so-are-investors-fears-about-stocks-11613703814?mod=home-page

Questions for discussion:

  • What does the report say about concerns over inflation and investors’ behaviors?
  • What do you think of the data and arguments presented?
  • Why are stocks a good hedge against inflation?

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

Description: Venture capital firms are venturing out of Silicon Valley and into hospitals, healthcare IT, and personal health. In 2010, just $211 million of digital health funding came from venture capitalists. That figure has ballooned in recent years to a colossal $14.82 billion in 2020—enough to produce “Avengers: Endgame” 41 times. That’s a lot of superhero sequels.

Source: eMarketer.com

Date: Feb 10, 2021

Link: https://www.emarketer.com/content/venturing-where-few-vc-funds-have-gone-before-digital-health?ecid=NL1001

Questions for discussion:

  • What explains the growth of venture capital financing into healthcare?
  • What does this mean for investors in this industry?

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

Description: The S&P 500 reversed lower in volatile trading on Tuesday, slipping from a record high as rising bond yields kept investors on edge.The broad equity benchmark erased a 0.4% gain to close 0.1% lower at 3,932.59. The tech-heavy Nasdaq Composite fell 0.3% to 14,047.50. The Dow Jones Industrial Average closed up 64.35 points, or 0.2%, to 31,522.75, eking out a record close.

Source: CNBC.com – video report

Date: Feb 15, 2021

Link: https://www.cnbc.com/2021/02/15/stock-market-open-to-close-news.html

Questions for discussion:

  • What is the connection between bond yields and the stock market?
  • How are they performing these days?
  • What would you advise investors to do?

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

Description: President Joe Biden’s revocation of the March 2019 permit enabling the construction of the Keystone XL pipeline will likely result in more crude-by-rail volumes, according to industry observers. But how much volumes will increase could largely depend on the price that heavy crude oil can fetch in the global market.

Source: Yahoo.Finance.com

Date: Feb 15, 2021

Link: https://finance.yahoo.com/news/keystone-pipeline-cancellation-means-crude-145130251.html

Questions for discussion:

  • What does the report say is likely to happen to Canadian oil transportation?
  • What does this mean for the transportation firms mentioned in the report?
  • Assuming oil prices recover as the pandemic fades, do you think these firms represent good growth potential?
  • What should investors do?

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

Description: Here it is: Six Pixels of Separation – Episode #762 – Host: Mitch Joel. Judy Samuelson is founder and executive director of the Aspen Institute Business and Society Program and a vice president at the Aspen Institute. Judy led a ten-year campaign to disrupt Milton Friedman‘s narrative about profit-maximization to successfully challenge conventional thinking in board rooms and classrooms about the purpose of the corporation. She produced the Aspen Principles of Long-Term Value Creation to challenge short-termism in business and capital markets, and is promoting a set of principles designed to disrupt the status quo in boardrooms about the design of CEO pay. Judy’s career spans working in the California State Legislature, banking in New York’s garment center, and directing the Ford Foundation‘s exploration of impact investing – the Office of Program-Related Investments. Judy writes regularly for Quartz at Work. She is a Rockefeller Foundation Bellagio Fellow and a director of the Financial Health Network. Her new book is called, The Six New Rules of Business – Creating Real Value in a Changing World. Enjoy the conversation…

Source: SixPixels.com – podcast

Date: Feb 15, 2021

Link: https://www.sixpixels.com/podcast/archives/spos-762-judy-samuelson-on-the-six-new-rules-of-business/?utm_source=feedburner&utm_medium=email&utm_campaign=Feed%3A+SixPixelsOfSeparation+%28Six+Pixels+of+Separation+-+Mitch+Joel%29

Questions for discussion:

  • Summarize and comment on the six new rules.
  • Do you think there is general support for this corporate orientation and way of thinking?
  • How would this shift affect marketing and investments?

Posted by & filed under Management Issues.

Description: The video was immediately shared widely and brought joy to many. The lawyer, Rod Ponton, said he was happy people got a much-needed laugh.

Source: NYTimes.com

Date: Feb 09, 2021

Link: https://www.nytimes.com/2021/02/09/style/cat-lawyer-zoom.html

Questions for discussion:

  • What are the communications problems illustrated by this story?
  • Should business people be trained by their employers to deal with online “performances”?
  • How is this story relevant to management, marketing and finance people?

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

Description: United Airlines believes you may someday take a small electric aircraft to get to the airport. The airline is joining other investors backing Archer, a start-up developing electric vertical takeoff and landing aircraft. If Archer can get its eVTOL certified by the Federal Aviation Administration, it expects to deliver the first aircraft in 2024.

Source: CNBC.com

Date: Feb 10, 2021

Link: https://www.cnbc.com/2021/02/10/united-airlines-orders-electric-vertical-aircraft-invests-in-urban-air-mobility-spac.html

Questions for discussion:

  • Do you think this is a good development and investment for the firms involved?
  • How should investors look at this scenario?

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

Description: Tilray and other cannabis companies are higher on earnings and Reddit support.

Source: TheStreet.com – video report

Date: Feb 10, 2021

Link: https://www.thestreet.com/investing/tilray-aurora-cannabis-stocks-surging-on-deals-and-reddit-boost

Questions for discussion:

  • Why are cannabis stocks surging?
  • Do you believe there is a “Reddit” factor contributing to these price changes?
  • What would you advise investors at this time?