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

Description: Following a redesign in late 2017 that prompted some US users to leave the platform and stifled growth elsewhere, Snapchat is making a comeback.

Source: eMarketer.com

Date: Nov 19, 2019

Link: https://www.emarketer.com/content/worldwide-snapchat-usage-to-grow-more-than-14-this-year?ecid=NL1009

Questions for discussion:

  • What does the report suggest to investors about the industry and individual firms?
  • How would you evaluate the potential for the firms mentioned in the report?
  • Would you be an investor in any of these firms?

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

Description: Silicon Valley giants are after your data, not your money

Source: TheEconomist.com

Date: Nov 21, 2019

Link: https://www.economist.com/finance-and-economics/2019/11/21/big-tech-takes-aim-at-the-low-profit-retail-banking-industry?cid1=cust/ednew/n/bl/n/2019/11/21n/owned/n/n/nwl/n/n/NA/346869/n

Questions for discussion:

  • Summarize what the report says is happening in the retail banking industry.
  • How should investors look at this competitive landscape?

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

Description: The best-performing stock in the world just lost nearly all its value in the blink of an eye. ArtGo Holdings, a Chinese marble miner, saw its stock crash 98% in Hong Kong trading overnight after MSCI decided not to add it to its foray of indexes. That plunge wiped out more than $5 billion in market cap for the company.

Source: CNBC.com

Date: Nov 21, 2019

Link: https://www.cnbc.com/2019/11/21/obscure-marble-bubble-stock-which-became-the-best-performer-on-the-globe-just-crashed-98percent.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail

Questions for discussion:

  • Why do you think the stock rose so quickly and so high?
  • Why did is collapse so quickly and by so much?

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

Description: The global economy and earnings will stabilize in 2020, allowing riskier assets to flourish even with central banks keeping policy little changed, according to Goldman Sachs Group Inc.

Source: Bloomberg.com

Date: Nov 22, 2019

Link: https://www.bloomberg.com/news/articles/2019-11-22/goldman-sees-baby-bond-bear-market-cyclical-stock-rally-in-2020

Questions for discussion:

  • Summarize the thinking at Goldman, according to this report.
  • What do you think of this line and what would you advise investors?

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

Description: Kevin Carmichael: BoC Governor Stephen Poloz argues history shows major technology advances need to be accommodated by neutral monetary policy

Source: FinancialPost.com – video report

Date: Nov 15, 2019

Link: https://business.financialpost.com/news/economy/the-fourth-industrial-revolution-is-already-disrupting-our-economy-thats-why-its-so-hard-to-read?video_autoplay=true

Questions for discussion:

  • What is the theory related to the “fourth industrial revolution” and interest rates?
  • What is the recommendation to central bankers and in turn, to investors?

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

Description: If you’ve ever eaten a hamburger at a fast-food restaurant, White Castle deserves at least some of the credit. The Columbus, Ohio-based chain is famous for its cheap, small burgers. It’s also widely regarded as the first fast-food hamburger chain in the United States.

Source: CNBC.com – video report

Date: Nov 19, 2019

Link: https://www.cnbc.com/2019/11/19/why-white-castle-is-losing-to-mcdonalds-and-burger-king.html

Questions for discussion:

  • Summarize the history of the firm.
  • Why isn’t White Castle a fast-food giant?
  • Does White Castle present a good investment opportunity?

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

Description: Dan Lewis, CEO of trucking logistics start-up Convoy, spent many years at Amazon before founding his own company. Among the biggest projects he worked on as Amazon’s general manager of new shopping experiences was helping to build an online ratings and reviews model. It was a big problem from the online retail giant in its early days.

Source: CNBC.com – video report

Date: Nov 19, 2019

Link: https://www.cnbc.com/2019/11/17/former-amazon-customer-review-tech-leaders-5-star-success-lesson.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail

Questions for discussion:

  • What is the guiding philosophy behind Convoy?
  • How is the business model disrupting the operations of the trucking industry?
  • How important is productivity in this industry?
  • Do you think investors will be well rewarded or are there simply too many small trucking firms to make Convoy a long-term success?

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

Description: Could the Federal Reserve ever adopt a negative rate policy?

Source: MarketWatch.com

Date: Nov 12, 2019

Link: https://sponsor.marketwatch.com/cme-group/economist-perspective-negative-rates-an-option-in-the-feds-playbook/

Questions for discussion:

  • Summarize Blu Putnam’s opinions on future Fed actions. Do you agree?
  • What should investors take away from these thoughts?

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

Description: Larry Sarbit: When markets fall — not if — you don’t want to suffer by giving back a large chunk of the profits you’ve made over the last decade

Source: FinancialPost.com

Date: Nov 13, 2019

Link: https://business.financialpost.com/investing/investing-pro/if-you-havent-built-yourself-an-investing-fallout-shelter-now-is-the-time

Questions for discussion:

  • Summarize the analysis and advice presented in this article. Do you agree?
  • How can investors prepare for a pullback in the market and secure profits?

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

Description: So, no need to worry about recession? Hmm, maybe

Source: TheEconomist.com

Date: Nov 13, 2019

Link: https://www.economist.com/united-states/2019/11/13/americas-yield-curve-is-no-longer-inverted

Questions for discussion:

  • What is the inverted yield curve predicting, according to the analysis in this article?
  • What do you think is likely?
  • How should investors adjust to this assessment?