Elon Musk Details ‘Excruciating’ Personal Toll of Tesla Turmoil

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

Description: Elon Musk was at home in Los Angeles, struggling to maintain his composure. “This past year has been the most difficult and painful year of my career,” he said. “It was excruciating.” Source: NYTimes.com Date: Aug 16, 2018 Link: https://www.nytimes.com/2018/08/16/business/elon-musk-interview-tesla.html?rref=collection%2Fsectioncollection%2Fbusiness&action=click&contentCollection=business&region=rank&module=package&version=highlights&contentPlacement=1&pgtype=sectionfront Questions for discussion: Summarize the issues facing the firm and its management. What do… Read more »

Sprint and T-Mobile Have a $27 Billion Problem to Solve

Posted by & filed under Company Analysis, Governments & Regulators, Personal Finance.

Description: To get their merger past regulators, they have to show that consumers would be better off with three big carriers rather than four. Source: Bloomberg.com Date: May 03, 2018 Link: https://www.bloomberg.com/news/articles/2018-05-03/sprint-and-t-mobile-have-a-27-billion-problem-to-solve Questions for discussion: What are the issues that complicate this merger? What are the pros and cons? Do you think it will be… Read more »

Time Warner C.E.O. Testifies That AT&T Merger Is Needed to Battle Silicon Valley

Posted by & filed under Company Analysis, Governments & Regulators, Personal Finance.

Description: WASHINGTON — Time Warner’s chief executive, Jeffrey Bewkes, vigorously defended his company’s $85.4 billion merger with AT&T on Wednesday, saying the deal was necessary to confront “tectonic changes” in entertainment caused by internet competitors like Netflix and Amazon. Source: NYTimes.com Date: Apr 19, 2018 Link: https://www.nytimes.com/2018/04/18/business/time-warner-att-merger.html?rref=collection%2Fsectioncollection%2Fbusiness&action=click&contentCollection=business&region=rank&module=package&version=highlights&contentPlacement=6&pgtype=sectionfront Questions for discussion: What are the arguments in… Read more »

Apple Is Planning to Launch a News Subscription Service

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

Description: Apple Inc. plans to integrate recently acquired magazine app Texture into Apple News and debut its own premium subscription offering, according to people familiar with the matter. The move is part of a broader push by the iPhone maker to generate more revenue from online content and services. Source: Bloomberg.com Date: Apr 17, 2018 Link:… Read more »

It’s Time To Regulate Big Tech, Says VC Who Helped Create It

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

Description: In his new book Unscaled, Hemant Taneja says the era of regulation-free growth is coming to an end, and entrepreneurs need to adapt. Source: FastCompany.com Date: Apr 07, 2018 Link: https://www.fastcompany.com/40554409/its-time-to-regulate-big-tech-says-vc-who-helped-create-it?utm_source=postup&utm_medium=email&utm_campaign=Fast%20Company%20Daily&position=4&partner=newsletter&campaign_date=04092018 Questions for discussion: Summarize the issues presented in this report that investors should be concerned with. What does this mean for growth projections of compamnies… Read more »

Beg, Borrow or Steal: How Trump Says China Takes Technology

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

Description: For years, American companies have complained that the Chinese government finds ways to get them to hand over their most valuable trade secrets. Those companies — which usually complain anonymously, fearing Chinese retribution — have found a sympathetic ear in the Trump administration. Source: NYTimes.com Date: Mar 22, 2018 Link: https://www.nytimes.com/2018/03/22/business/china-trump-trade-intellectual-property.html?rref=collection%2Fsectioncollection%2Fbusiness&action=click&contentCollection=business&region=rank&module=package&version=highlights&contentPlacement=1&pgtype=sectionfront Questions for discussion: What… Read more »

Even With Takeover Bid Blocked, Qualcomm ‘Is in a Tight Spot’

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

Description: SAN FRANCISCO — President Trump appeared to bail out Qualcomm on Monday by blocking Broadcom’s hostile takeover attempt of the chip maker, citing national security fears about China. Source: NYTimes.com Date: Mar 13, 2018 Link: https://www.nytimes.com/2018/03/13/technology/takeover-qualcomm-blocked-troubles.html?rref=collection%2Fsectioncollection%2Fbusiness&action=click&contentCollection=business&region=rank&module=package&version=highlights&contentPlacement=1&pgtype=sectionfront Questions for discussion: What does the report say about the situation at Qualcomm? What do you think will happen? What… Read more »

Cigna to buy Express Scripts for $67 billion

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

Description: Health insurance company Cigna Corp. CI, +0.06% said Thursday it will purchase Express Scripts Holding Co. ESRX, +17.13% in a cash-and-stock deal worth $67 billion. Source: CNBC.com Date: Mar 08, 2018 Link: https://www.cnbc.com/2018/03/07/health-insurer-cigna-is-close-to-buying-express-scripts.html Questions for discussion: How does the financial structure of this merger/acqusition compare to other deals on this scale? Do you think it is a good deal for… Read more »

U.S. Blocks a Chinese Deal Amid Rising Tensions Over Technology

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

Description: HONG KONG — United States officials have torpedoed a Chinese state-backed group’s plan to buy an American electronics company, signaling the Trump administration’s continuing skepticism toward Chinese investment deals, particularly those that involve transferring technological know-how. Source: NYTimes.com Date: Feb 23, 2018 Link: https://www.nytimes.com/2018/02/23/technology/china-microchips-cfius-xcerra.html?rref=collection%2Fsectioncollection%2Ftechnology&action=click&contentCollection=technology&region=rank&module=package&version=highlights&contentPlacement=2&pgtype=sectionfront Questions for discussion: What does this report suggest about the… Read more »

Here’s What Apple Could Buy With All Its Cash

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

Description: Apple has typically not made large acquisitions. Its largest-ever deal, buying headphone maker Beats for $3 billion in 2014, pales in comparison to Google (GOOGL, +0.67%) paying $12.5 billion for Motorola or Microsoft’s (MSFT, -0.11%) $26 billion LinkedIn purchase (though there were unconfirmed reports Apple wanted to buy Time Warner in 2016). Source: MarketWatch.com – video report Date: Jan 18, 2018 Link: http://fortune.com/2018/01/18/apple-cash-acquire-netflix-tesla/ Questions… Read more »