Yahoo’s Revolving Door Spins Again

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Description: With CEO Bartz gone, the board weighs sales of assets in Asia Source: Businessweek.com Date: 09/08/2011 Link: http://www.businessweek.com/magazine/yahoos-revolving-door-spins-again-09072011.html Questions for discussion: Describe the financial issues facing Yahoo!. Do you think Yahoo management erred by declining the merger offer with Microsoft? Would a merger or acquisition help solve some of the firm’s problems? If so,… Read more »

Apple Without CEO Jobs Gives Cook $28 Billion to Deal: Real M&A

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Description:  Without Steve Jobs, Apple Inc. may start to embrace dealmaking after spending less on acquisitions than any of its biggest competitors. Source:  Businessweek.com Date: 08/26/2011 Link:  http://www.businessweek.com/news/2011-08-26/apple-without-ceo-jobs-gives-cook-28-billion-to-deal-real-m-a.html Questions for discussion: Do you think Apple can continue the same level of growth without Steve Jobs as CEO? What sorts of acquisitions do you think Apple… Read more »

HP Said to Plan Autonomy Purchase, PC Spinoff

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Description:  Hewlett-Packard Co., the world’s largest computer maker, is in talks to buy Autonomy Corp. for about $10 billion and plans to spin off its personal-computer business, people with direct knowledge of the matter said. Autonomy confirmed it is in talks with Hewlett-Packard in a statement. Cory Johnson reports on Bloomberg Television’s “Fast Forward.” (Source:… Read more »

RIM Gains 100% in Sale Value on Google-Motorola Tie: Real M&A

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

Description:  The biggest wave of deals for mobile-phone assets in more than a decade may help Research In Motion Ltd.’s shareholders almost double their money in a sale. Source:  Businessweek.com Date: 08/19/2011 Link:  http://www.businessweek.com/news/2011-08-19/rim-gains-100-in-sale-value-on-google-motorola-tie-real-m-a.html Questions for discussion: What are the reasons given for the higher valuation of RIM? Do you agree with the assessment? What… Read more »

Google rescues a potential falling star

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Description: There’s a good chance that Google Inc. overpaid for Motorola Mobility Holdings Inc., given that the premium was 63% in an overall stock market looking for direction. Also, the acquired company’s competitive position was far from certain, especially given the fickle nature of the market for smartphones. Source: Marketwatch.com Date: 08/18/2011 Link: http://www.marketwatch.com/story/google-rescues-a-potential-falling-star-2011-08-18?siteid=nwtwk Questions… Read more »

Is ING Direct up for grabs?

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Description: Ally, CIT, and GE could be in the running to takeover the online banking company, ING Direct. Source: CNNMoney.com – video report Date: 06/07/2011 Link:   http://money.cnn.com/video/markets/2011/06/07/mkts_mid_ing.cnnmoney/ Questions for discussion: Do you think this is a good fit for GE? Why would ING be selling this division?

LinkedIn CEO: Why we’re so valuable

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Description: CEO Jeff Weiner says LinkedIn’s “exclusive focus on professionals” is what makes his company’s social platform so valuable to investors. Source: CNNMoney.com – video report Date: 05/20/2011 Link: http://money.cnn.com/video/news/2011/05/20/n_linkedin_ceo.cnnmoney/ Questions for discussion: Do you think LinkedIn is worth the IPO price? What revenue streams are available to the firm? What types of acquisitions would… Read more »

Microsoft’s Skype call

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Description: Microsoft agrees to buy Skype for $8.5 billion to gain a bigger presence on the Internet, where Bing and MSN have been losing money. Source: CNNMoney.com – video report Date: 05/11/2011 Link: http://money.cnn.com/video/markets/2011/05/10/mkts_skype0510.cnnmoney/ Questions for discussion: Do you think this is a good fit for both companies? How can Microsoft leverage the value of… Read more »

Setback in Rosneft Deal Suggests BP Misread Russia

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Description: For major oil companies these days, geopolitical acumen is as essential as deepwater engineering. Just ask the British oil giant BP. Source: NYTimes.com Date: 04/08/2011 Link: http://dealbook.nytimes.com/2011/04/08/bp-rosneft-deal-faces-another-setback/?ref=business Questions for discussion: What does this report have to say about international deals and risks? How can businesses mitigate their risks?