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

Description: Elon Musk’s acquisition of Twitter has not exactly taken off like a rocket.
After trying desperately to get out of the $44 billion purchase, he faced a court battle for reneging. So he went through with it, while complaining that he was “obviously overpaying.” Mass layoffs and mass resignations have left Twitter a shadow of its former self. And Musk’s decision to put blue checkmarks — Twitter’s confirmation of a user’s identity — up for purchase has scared away advertisers, who provide nearly all of the company’s revenue.

Source: NPR.org

Date: Nov 21, 2022

Link: https://www.npr.org/2022/11/21/1138064606/elon-musk-twitter-investors-fans

Questions for discussion:

  • What does the report say about perceptions of Elon Musk and his handling of Twitter?
  • What do you think about his decisions?
  • Do you believe his actions at Twitter will have wider ramifications for other businesses he is tied to such as Tesla?

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

Description: Bob Iger, less than 24 hours after returning to the helm of Disney, told employees Monday that the company would be undergoing a restructuring in coming weeks. One of the first steps, Iger announced, would be the departure of Kareem Daniel, the company’s head of media and entertainment, and right hand to now-departed CEO Bob Chapek.

Source: CNBC.com – video report

Date: Nov 21, 2022

Link: https://www.cnbc.com/2022/11/21/kareem-daniel-disney-head-of-media-and-chapeks-right-hand-is-out-following-igers-return.html

Questions for discussion:

  • How has the organization been reset by Iger?
  • Do you think Iger’s changes and his reasons given make sense?
  • Why do you believe Disney was in financial trouble?
  • Do you believe the actions taken by Chapek were on track for success if given time?
  • What would you advise the firm do today?

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

Description: The sudden collapse of FTX, the world’s third-largest cryptocurrency exchange, underlines how important it is for any investor to learn about the risks they take when they park their money with a lightly regulated firm.

Source: MarketWatch.com

Date: Nov 13, 2022

Link: https://www.marketwatch.com/story/you-need-to-understand-the-ftx-debacle-even-if-you-have-no-investments-in-crypto-11668184909

Questions for discussion:

  • Summarize the key points made in the report about how and why the model collapsed.
  • What is the message to investors?

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

Description: Outspoken economist Nouriel Roubini described crypto and some of its major players as an “ecosystem that is totally corrupt.” On a panel hosted by CNBC’s Dan Murphy at the Abu Dhabi Finance Week on Wednesday, the New York University professor said there were “seven Cs of crypto”: “Concealed, corrupt, crooks, criminals, con men, carnival barkers,” and finally, Binance Chief Executive Changpeng Zhao, known as CZ, who spoke on a prior panel at the same conference.

​Source: CNBC.com – video report

Date: Nov 16, 2022

Link: https://www.cnbc.com/2022/11/16/crypto-an-ecosystem-that-is-totally-corrupt-says-nouriel-roubini-.html?recirc=taboolainternal

Questions for discussion:

  • What does Nouriel Roubini  say in this report about crypto?
  • Do you agree with his analysis and comments?
  • What would you advise investors?

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

Description: Overreacting much? According to Fed Reserve Gov. Christopher Waller and several strategists, last week’s softer-than-expected October CPI that sent the S&P 500 to its best level in five months was overdone.

Source: MarketWatch.com

Date: Nov 14, 2022

Link: https://www.marketwatch.com/story/markets-are-getting-a-wake-up-call-in-2023-says-morgan-stanley-which-offers-a-plan-for-investors-to-get-ready-11668427567

Questions for discussion:

What does the report say about market behavior today and the prospects longer term?

Do you agree with the analysis?

What would you advise investors?

 

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

Description: Ontario Teachers’ Pension Plan said it will write down its stake in FTX to zero, taking a US$95 million loss barely a year after making its first investment in Sam Bankman-Fried’s now-bankrupt cryptocurrency exchange.

Source: BNNBloomberg.ca – video report

Date: Nov 19, 2022

Link: https://www.bnnbloomberg.ca/ontario-teachers-writes-off-ftx-stake-citing-potential-fraud-1.1848170

Questions for discussion:

  • Summarize the analysis presented and evaluation of the decision to invest in FTX.
  • What do you think of the decision to invest in crypto by a pension plan?

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

Description: Recent events have made clear the need to regulate crypto, an industry that grew from nothing to a $3 trillion market capitalization a year ago, although most of that has now evaporated. But it also seems likely that the industry couldn’t survive regulation.

Source: NYT.com

Date: Nov 17, 2022

Link: https://www.nytimes.com/2022/11/17/opinion/crypto-banks-regulation-ftx.html?

Questions for discussion:

  • What does Paul Krugman say about cryptocurrency and the reasons for recent problems?
  • Do you agree with his analysis and commentary?
  • Can crypto be rejuvenated given recent publicity, in your opinion?

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

Description: Walmart’s stock surged this week. Target’s shares plunged. The rival big-box players are both known for selling an array of products including food, clothing, home goods and kitchen appliances. Both their CEOs − Walmart’s Doug McMillon and Target’s Brian Cornell − stepped into their roles in 2014.

Source: CNBC.com

Date: Nov 17, 2022

Link: https://www.cnbc.com/2022/11/17/walmart-and-targets-quarterly-results-lay-bare-retailers-differences.html

Questions for discussion:

  • How important is grocery shopping in explaining the variance between these retailers?
  • How can Target respond?
  • What does this all mean for investors looking ahead?

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

Description: First, there was greenwashing — a term referring to deceptive marketing campaigns and other performative gestures by companies to make consumers and investors believe that they are environmentally responsible. Now, there is greenhushing. And it’s also a problem.

Source: knowledge.wharton.upenn.edu

Date: Nov 09, 2022

Link: https://knowledge.wharton.upenn.edu/article/greenhushing-why-some-firms-keep-quiet-about-esg/

Questions for discussion:

  • What are the basic issues facing companies when any “cause” is part of their decision-making?
  • What does the article advise company managers facing these sorts of challenges?
  • How should managers deal with the needs and opinions of its stakeholders, in your opinion?

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

Description: What a great country, right? Six days before a crucial midterm election, the head of the central bank was talking down the stock market.

Source: NYTimes.com

Date: Nov 07, 2022

Link: https://www.nytimes.com/2022/11/07/opinion/fed-stock-market-inflation.html

Questions for discussion:

  • What does the article say about the behavior of the Fed and the reasons?
  • Do you agree with this assessment?
  • What should investors do, in your opinion?