Why Target will pull out all the stops to save face in Canada

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

Description: It only took 15 months after Target Corp. made a wildly hyped venture into Canada before someone sounded a death knell for the mass merchant. Source: FinancialPost.com Date: Aug 22, 2014 Link: http://business.financialpost.com/2014/08/22/why-target-will-pull-out-all-the-stops-to-save-face-in-canada/ Questions for discussion: What is the financial damage to Target due to its poor performance? How would you deal with the… Read more »

Zillow CEO: Why Trulia is worth it

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

Description: Zillow CEO Spencer Rascoff explains why he wants to buy Trulia and talks about future growth for the combined company. Source: CNNMoney.com – video report Date: July 28, 2014 Link: http://money.cnn.com/video/news/2014/07/28/zillow-ceo-trulia-deal.cnnmoney/ Questions for Discussions: Summarize the reasons given for the deal. Do you think they deal is a good one? How will this deal… Read more »

Arrogance Is Good: In Defense of Silicon Valley

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Description: Sam Altman sits behind his desk with his knees pulled up to his chest, eating dried apricots. He’s 29, but even the most laissez-faire bartender would card him. His hand is forever grabbing his hair while he thinks, making it stick up in Einsteinian tufts. Source: Businessweek.com Date: August 07, 2014 Link: http://www.businessweek.com/articles/2014-08-07/silicon-valley-tech-entrepreneurs-behind-the-stereotype#p1 Questions… Read more »

Canada’s very own private-equity giant Onex quietly tops returns of big-name U.S. rivals

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

Description: The best performer of the biggest publicly traded private-equity firms this year won’t be found among U.S. giants such as Blackstone Group LP or KKR & Co. The leader is Canada’s own contender, the dark horse in the race, Gerry Schwartz’s Onex Corp. With a 15% stock gain, Onex is running well ahead of… Read more »

Why stock market bubble talk is just hot air

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Description: Fortune’s Stephen Gandel discusses why it’s not time to bail on the stock market just yet. Source: Fortune.com – video report Date: June 06, 2014 Link: http://fortune.com/video/2014/06/06/why-stock-market-bubble-talk-is-just-hot-air/ Questions for discussion: Summarize the explanations presented in this report. Do you agree with Stephen Gandel’s assessments and projections?

The ticking time bomb in Europe’s latest economic stimulus

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Description: Europe needs to get real about its so-called “zombie bank” problem and take the hits needed to unclog its lending machine. Source: Fortune.com Date: June 06, 2014 Link: http://fortune.com/2014/06/06/europe-economy-banks-lending/ Questions for Discussions: What are the problems facing European banks, according to the report? What are the suggested solutions?

How Does Uber Make Money?

Posted by & filed under Company Analysis, Financial Planning, Growth & Valuation, Industry Analysis.

Description: With Uber’s cars now operating in 130 cities worldwide and the company looking to raise another round of financing that could value it at more $10 billion, Bloomberg’s Willem Marx asks The Big Question: How does Uber make its money? (Source: Bloomberg) Source: Bloomberg.com – video report Date: May 30, 2014 Link: http://www.bloomberg.com/video/how-does-uber-make-money-SLy8gcRXTHGAnII9oVC1ow.html Questions… Read more »

Ballmer’s $2 Billion Offer Wins Clippers Bidding

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Description: Former Microsoft Corp. (MSFT) Chief Executive Officer Steve Ballmer bought the Los Angeles Clippers for a record $2 billion as the wife of Donald Sterling pushed through the sale without gaining the approval of the embattled owner. Source: Bloomberg.com Date: May 30, 2014 Link: http://www.bloomberg.com/news/2014-05-30/ballmer-s-2-billion-offer-said-to-win-clippers-bidding.html Questions for Discussions: Do you think the price was… Read more »

Apple is in trouble and here’s why

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

Description: Chamath Palihapitiya, former Facebook Vice President of Growth for Mobile and International, discusses Facebook’s and Google’s acquisition strategies on Bloomberg Television’s “Bloomberg West.” (Source: Bloomberg) Source: CNNMoney.com – video report Date: May 23, 2014 Link: http://www.bloomberg.com/video/do-facebook-s-recent-acquisitions-make-sense-ZXH3LiaTQxWPgqHUqHUQEQ.html Questions for discussion: Why is Apple in trouble, according to Chamath Palihapitiya? How should investors use the opinions… Read more »

Red Lobster’s Sale Embroils Its Parent in a Fight

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

Description: Peeved over the pending sale of Red Lobster, an investment firm wants to replace Darden Restaurants’ (DRI) board of directors. Starboard Value, an activist hedge fund in New York, contends that Darden has “essentially given away” the seafood chain in its recent $2.1 billion agreement to sell it to Golden Gate Capital, a private equity… Read more »