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

Description: Here it is: Six Pixels of Separation – Episode #743 – Host: Mitch Joel. It’s hard to imagine a more recognized business thinker than Gary Hamel. He is, without question, one of the world’s most influential and iconoclastic business thinkers. He has worked with leading companies across the globe, and is a dynamic and sought-after management speaker. Hamel has been on the faculty of the London Business School for more than 30 years, and is the director of the Management Lab. He has written 17 articles for the Harvard Business Review, and is the most reprinted author in the Review’s history. His landmark books have been translated into more than 25 languages. His most recent include: The Future of Management and What Matters Now. Gary has been ranked by The Wall Street Journal as the world’s most influential business thinker, and is a fellow of the Strategic Management Society and of the World Economic Forum. If you’ve heard of concepts like “strategic intent,” “core competence,” “industry revolution,” and “management innovation,” this is the the language and practice of management that Gary invented. HIs latest book is, Humanocracy – Creating Organizations As Amazing As The People Inside Them (along with co-author, Michele Zanini). Enjoy the conversation…

Source: SixPixels.com

Date: Oct 04, 2020

Link: https://www.sixpixels.com/podcast/archives/spos-743-gary-hamel-on-creating-amazing-organizations/?utm_source=feedburner&utm_medium=email&utm_campaign=Feed%3A+SixPixelsOfSeparation+%28Six+Pixels+of+Separation+-+Mitch+Joel%29

Questions for discussion:

  • What does Gary Hamel say is likely to happen to organizations and work?
  • Do you agree with his assessment?
  • What is the problem with bureaucracy, according to Hamel?
  • How are mergers and acquisitions a solution to bureaucracies?

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

Description: B&B Theatres, the sixth-largest cinema chain in the U.S., has been operating for nearly 100 years. Its owners now say it is months away from filing for bankruptcy protection.

Source: CNBC.com

Date: Oct 09, 2020

Link: https://www.cnbc.com/2020/10/09/movie-theater-operator-bb-theatres-says-its-months-from-bankruptcy.html

Questions for discussion:

  • Are there any solutions to this situation?
  • What can management do to prolong operations until consumer behavior returns to something like it once was?
  • Do you think consumers will ever return to large crowded theatres or is this social behavior now a relic of the past?

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

Description: The technology sector’s strong run since its March lows reminds Benchmark’s Bill Gurley of the 1999 tech boom that preceded the dot-com bubble burst, the investor told CNBC.

Source: CNBC.com – video report

Date: Oct 02, 2020

Link: https://www.cnbc.com/2020/10/02/benchmarks-bill-gurley-markets-highly-speculative-like-1999.html

Questions for discussion:

  • Summarize what Bill Gurley says in the report.
  • Do you agree with his assessments?
  • What would you advise investors?

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

Description: Tesla Inc. stock fell more than 5% Friday after the Silicon Valley car maker reported quarterly sales that were above Wall Street consensus and hit a record but failed to dispel concerns about the company’s longer-term goals.

Source: MarketWatch.com

Date: Oct 02, 2020

Link: https://www.marketwatch.com/story/tesla-stock-falls-after-third-quarter-deliveries-keep-demand-concerns-alive-2020-10-02?mod=newsviewer_click

Questions for discussion:

  • What is the reason presented for the drop in Tesla stock?
  • Do you think investors are looking at the right metrics for valuing the firm?
  • What other indicators of performance would you look at as well?
  • Has Tesla’s growth peaked, in your opinion?

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

Description: And who said soda giant PepsiCo (PEP) couldn’t make a good box of mac and cheese.

Source: Yahoo.Finance.com – video report

Date: Oct 01, 2020

Link: https://finance.yahoo.com/news/pepsis-new-cheetos-mac-and-cheese-is-flying-off-the-shelf-cfo-164833751.html

Questions for discussion:

  • Summarize the current financials for the company?
  • What explains the numbers?
  • Do you think it is temporary?
  • How should investors respond to this report?

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

Description: The team behind the proposed Alaska to Alberta railway aims to start prep work for construction in December, with a goal of getting the US$17 billion cross-border railroad running by 2025.

Source: BNNBloomberg.com

Date: Oct 02, 2020

Link: https://www.bnnbloomberg.ca/permit-in-hand-alaska-alberta-railway-set-to-start-construction-1.1501787

Questions for discussion:

  • What are the economic benefits for this investment?
  • How do you think this venture will impact the pipeline and oil industry in Canada?
  • How should investors evaluate this story?

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

Description: Tesla (TSLA) may not have much of a future in the world’s largest electric vehicle market, if one analyst’s predictions pan out. Morgan Stanley’s (MS) Adam Jonas says that CEO Elon Musk’s high-tech automotive company will likely see sales in China plummet to zero by 2030.

Source: Finance.Yahoo.com

Date: Oct 02, 2020

Link: https://ca.finance.yahoo.com/news/tesla-will-have-zero-sales-in-china-by-2030-analyst-203938920.html

Questions for discussion:

  • What is the reason the report suggests that Tesla will be shut out of China by 2030?
  • Where do you think the future markets for Tesla are located?
  • How should Tesla prepare for the global marketplace?

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

Description: Among the myriad steps needed to clean up construction, a cement made with heated clay stands out.

Source: Bloomberg.com

Date: Oct 01, 2020

Link: https://www.bloomberg.com/news/features/2020-10-01/lc3-clay-cuts-cement-industry-co2-emissions

Questions for discussion:

  • What does the report say about the cement production process and its contribution to CO2 pollution?
  • How can producers reduce their pollution from production and what is the incentive to do so?
  • How can governments encourage more effort to switch production methods?

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

Description: What the second wave of coronavirus in Europe means for Americans

Source: CNBC.com – video report

Date: Sep 25, 2020

Link: https://www.cnbc.com/video/2020/09/25/what-the-second-wave-of-coronavirus-in-europe-means-for-americans-covid-19.html

Questions for discussion:

  • Summarize what the report says.
  • What do you think of these suggestions?
  • What should investors do, in your opinion?

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

Description: Combination of October’s volatility and average gain can work to your benefit

Source: MarketWatch.com

Date: Sep 26, 2020

Link: https://www.marketwatch.com/story/heres-how-stocks-typically-perform-in-october-and-why-you-might-want-to-buckle-up-2020-09-25?mod=home-page

Questions for discussion:

  • What does the report say about October volatility?
  • What is the advice presented to investors? Do you agree?