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

Description: Michael Kelso is long gone.

Source: Fortune.com – video report

Date: Jan 25, 2017

Link: http://for.tn/2jqkz9R

Questions for Discussions:

  • Is there a common thread in the investments Ashton Kutcher has made over the years that explains his investment thinking?
  • Why do you suppose he has been so successful in making these early investment entries into several very successful businesses?

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

Description: Is this acquisition better than the company going to public?

Source: Fortune.com – video report

Date: Jan 25, 2017

Link: http://for.tn/2j5Yf72

Questions for Discussions:

  • What are the arguments suggesting this is a bad deal for investors?
  • Do you agree?

Posted by & filed under Governments & Regulators, Industry Analysis.

Description: Enjoy the guacamole as you watch the Super Bowl on Feb. 5. Some of the ingredients might be a little more expensive next year.

Source: NYTimes.com

Date: Jan 27, 2017

Link: https://www.nytimes.com/2017/01/27/business/economy/importers-tax-mexico.html?ref=business&_r=0

Questions for discussion:

  • Summarize the affect of the tax, as presented in this report.
  • Which businesses and industries are likely to be most affected?
  • How should investors deal with this risk?

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

Description: WASHINGTON (MarketWatch) — Is a 1994 trade deal with Mexico really as one-sided as President Donald Trump claims? Does Mexico benefit much more than the United States? A close look at trade between the two countries shows the answer is not cut and dried.

Source: MarketWatch.com

Date: Jan 27, 2017

Link: http://www.marketwatch.com/story/trump-calls-us-mexico-trade-one-sided-heres-the-reality-2017-01-26

Questions for Discussions:

  • Summarize what the article says about trade between the two countries.
  • Based on the numbers, how do you think the dispute is likely to be resolved?
  • What new risks are there for investors?

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

Description: The world’s most famous measure of volatility in financial markets is flashing a sign akin to boredom — languishing around levels that prevailed before the global crisis.

Source: Bloomberg.com

Date: Jan 26, 2017

Link: https://www.bloomberg.com/news/articles/2017-01-26/2017-is-shaping-up-as-a-volatile-year-for-markets

Questions for discussion:

  • Summarize the arguments presented in this report.
  • Do you agree with the assessments and recommendations?

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

Description: Trump meets with tech execs

Source: CNNMoney.com – video report

Date: Jan 20, 2017

Link: http://money.cnn.com/2017/01/20/technology/elon-musk-trump/index.html?iid=hp-toplead-dom

Questions for Discussions:

  • What does this article say about the connections between these tech-giants and government?
  • Do you think the new administration will be a boost to the tech-sector?

Posted by & filed under Company Analysis, Industry Analysis.

Description: In a recognition of the popularity of e-sports on college campuses, most Big Ten universities will field teams in the multiplayer online game League of Legends and compete in a style resembling conference play, in a partnership with the Big Ten Network.

Source: NYTimes.com

Date: Jan 19, 2017

Link: https://www.nytimes.com/2017/01/19/sports/big-ten-is-entering-a-new-realm-e-sports.html?ref=business&_r=0

Questions for discussion:

  • Summarize the business model presented.
  • Do you think this is a good idea?
  • Do you think it could succeed?

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

Description: The dollar, Russia, China, Mexico are just a few of the risks of a Trump presidency as Wall Street awaits inauguration

Source: MarketWatch.com

Date: Jan 20, 2017

Link: http://www.marketwatch.com/story/trump-inauguration-set-to-unleash-cascade-of-stock-market-anxiety-2017-01-19

Questions for Discussions:

  • Summarize what the article says about this transition period and risk perceptions.
  • Do you agree with the assessments?

Posted by & filed under Financial analysis, Growth & Valuation, Management Issues.

Description: A dubious trade leads to a criminal trial for Europe’s most important bank

Source: Bloomberg.com

Date: Jan 19, 2017

Link: https://www.bloomberg.com/news/features/2017-01-19/how-deutsche-bank-made-367-million-disappear

Questions for discussion:

  • Summarize the sequence of events presented in this report.
  • What is your assessment?