Description: Analyst downward revisions tend to beget even more such revisions Source: MarketWatch.com Date: Aug 26, 2017 Link: http://www.marketwatch.com/story/the-bad-news-on-amazons-stock-price-is-only-beginning-2017-08-25 Questions for discussion: What is the basis for negativity on Amazon stock price? How do you think the market will respond?
Posts Tagged: Cash Flow
Description: Netflix Looks Like a Loser. But Here’s Why It’s Probably a Winner Source: Fortune.com Date: Aug 15, 2017 Link: http://fortune.com/2017/08/15/netflix-looks-like-loser-feels-like-winner/ Questions for discussion: Why does Netflix worry some investors? What are the reasons presented for optimism? What do you see in the firm’s future?
Description: As sales for the upscale retailer continue to fall. Source: Fortune.com – video report Date: May 31, 2017 Link: http://for.tn/2rkvlk4 Questions for discussion: Do you think the decisions taken will mitigate the financial issues facing the company? What would you suggest?
Description: ESPN, which laid off 100 people this week, has a multitude of problems, but the basic one is this: It pays too much for content and costs too much for consumers. Source: Bloomberg.com Date: April 28, 2017 Link: https://www.bloomberg.com/view/articles/2017-04-28/espn-can-t-afford-to-go-on-like-this Questions for discussion: Why is ESPN in trouble? What should management do to fix the… Read more »
Description: SAN FRANCISCO (AP) — Netflix is on the verge of surpassing 100 million global subscribers, a testament to how much the video streaming service has changed the entertainment landscape since its debut a decade ago. Source: AssociatedPress.com Date: April 17, 2017 Link: http://hosted.ap.org/dynamic/stories/U/US_NETFLIX_MAJOR_MILESTONE?SITE=AP&SECTION=HOME&TEMPLATE=DEFAULT Questions for discussion: Summarize the key financial information provided in this… Read more »
Description: The ride-hailing giant opens up about its financials for the first time in an interview with Bloomberg. Source: Bloomberg.com Date: April 14, 2017 Link: https://www.bloomberg.com/news/articles/2017-04-14/embattled-uber-reports-strong-sales-growth-as-losses-continue Questions for discussion: What does the report say abount Uber’s financials? On the whole, should the firm’s investors be satisfied? How will this disclosure affect any future IPO?
Description: Along the cobblestone streets of SoHo, Chanel handbags and Arc’teryx jackets are displayed in shops like museum pieces, harking back to the height of the neighborhood’s trendiness. But rents there are softening, and the number of vacant storefronts is rising. Source: NYTimes.com Date: April 15, 2017 Link: https://www.nytimes.com/2017/04/15/business/retail-industry.html?ref=business&_r=0 Questions for discussion: What can management… Read more »
Description: Cost-cutting measures have already begun. Source: Fortune.com – video report Date: May 06, 2016 Link: http://for.tn/1SUgToR Questions for discussion: Why is the company share-value falling so dramatically? Do you think the current valuation represents a buy-opportunity as the firm attempts to rebuild momentum?
Description: The Netflix of Fashion: Rent the Runway Streams Wardrobes Source: Bloomberg.com – video report Date: Mar 24, 2016 Link: http://bloom.bg/1q4RukG Questions for Discussions: Do you think this business model is sustainable? Explain your thinking? Do you think low barriers to entry present a problem for this firm’s growth? How would you characterize the risk… Read more »
Description: BLENDLE IS A Dutch media startup that lets you pay a few cents for individual news articles online—the much chattered-about micropayments model that’s one of many on a long list of strategies destined to save the business of journalism (or not). And now it’s available in the US. Source: Wired.com Date: Mar 23, 2016… Read more »