Description: Sound investing is partly about uncovering ‘truthiness’ Source: Marketwatch.com Date: Dec 17, 2014 Link: http://www.marketwatch.com/story/the-colbert-report-leaves-us-5-important-investing-rules-to-live-by-2014-12-17?mod=MW_video_trending Questions for Discussions: Summarize the key ideas suggested to investors. Which do you think is most relevant today?
Posts Tagged: M&A
Michael Dell: Growth Rate Accelerating as Private Company
Description: Dell Chief Executive Officer and Founder Michael Dell discusses being back in charge and the benefits of being a private company. He speaks to Bloomberg’s Erik Schatzker in New York on December 3. (Source: Bloomberg) Source: Bloomberg.com – video report Date: Dec 06, 2014 Link: http://www.bloomberg.com/video/michael-dell-growth-rate-accelerating-as-private-company-56Vqo_FOSQOvqrqCHnxTAA.html Questions for Discussions: What does Michael Dell say… Read more »
Failed Allergan Deal Strains Valeant’s Business Model
Description: Valeant Pharmaceuticals just spent the year in the “make William Ackman even richer” business. Source: NYTimes.com Date: Nov 26, 2014 Link: http://dealbook.nytimes.com/2014/11/26/failed-allergan-deal-strains-valeants-business-model/ Questions for Discussions: Summarize the events described in this takeover battle. Who benefited the most? Were there any ”losers”?
A Dying Mall in Concord, New Hampshire
Description: On a crisp Friday evening in late October, Shannon Rich, 33, is standing in a dying American mall. Three customers wander the aisles in a Sears the size of two football fields. The RadioShack is empty. A woman selling smartphone cases watches “Homeland” on a laptop. Source: Bloomberg.com Date: Nov 21, 2014 Link: http://www.bloomberg.com/news/2014-11-21/a-dying-mall-in-concord-new-hampshire.html… Read more »
Warren Buffett buying battery maker Duracell
Description: Berkshire Hathaway, owned by Warren Buffett, is buying Duracell for $4.7 billion worth of stock from Proctor & Gamble. P&G will also recapitalize Duracell with $1.7B before the transaction is complete. Source: Fortune.com – video report Date: Nov 13, 2014 Link: http://for.tn/1xwAcvo Questions for Discussions: How did this deal cause P&G stock to jump?… Read more »
Will the LeBron James Stimulus Be Good for Cleveland?
Description: When LeBron James announced his return to the Cleveland Cavaliers in July, fans celebrated by hanging banners, getting drunk and digging old jerseys out of purgatory. Source: NYTimes.com Date: Nov 04, 2014 Link: http://www.nytimes.com/2014/11/09/magazine/will-the-lebron-james-stimulus-be-good-for-cleveland.html?ref=business Questions for Discussions: What is the expected economic impact on Cleveland? Do you think it is a fair assessment? What… Read more »
Valeant Ready to Raise Offer for Botox Maker Allergan
Description: Valeant Pharmaceuticals said on Monday that it was willing to raise its offer for the Botox maker Allergan, and once again invited the company to negotiate a friendly deal. Source: NYTimes.com Date: Oct 27, 2014 Link: http://dealbook.nytimes.com/2014/10/27/valeant-ready-to-raise-offer-for-botox-maker-allergan/?_php=true&_type=blogs&_r=0 Questions for Discussions: What will the affect of a $200 offer be on both firms’ stock values?… Read more »
Stanley’s Profit Surges in Quarter
Description: Morgan Stanley, at the end of a week that was buffeted by market tumult, reported third-quarter results on Friday that glided past Wall Street’s expectations. Source: NYTimes.com Date: Oct 17, 2014 Link: http://dealbook.nytimes.com/2014/10/17/morgan-stanleys-profit-surges-in-quarter/?_php=true&_type=blogs&ref=business&_r=0 Questions for Discussions: What does the report say about Morgan Stanley and how it made its money? What does this suggest… Read more »
One Great Idea From Jean Tirole, the Nobel Economist
Description: The government worries mainly about “horizontal” mergers in which one company buys another that does the same thing. But there’s also risk in vertical combinations. Source: Businessweek.com Date: Oct 13, 2014 Link: http://www.businessweek.com/articles/2014-10-13/this-nobel-economist-analyzes-competition#r=nav-f-story Questions for Discussions: What does Jean Tirole say about mergers? How should investors use this information to guide their investment thinking?
Corporate divorces are all the rage
Description: HP is following eBay’s lead and is breaking up into two companies. There has been a wave of spin-offs this year. Expect more to come. Source: CNNMoney.com – video report Date: Oct 06, 2014 Link: http://money.cnn.com/video/investing/2014/10/06/corporate-breakups-on-the-rise-hp-spinoff.cnnmoney/ Questions for Discussions: What is driving corporate splits? How have the corporate splits cited in the report performed… Read more »
