After $600 Million Typo, Valeant CEO Is Back on the Hot Seat

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

Description: Michael Pearson and his company, Valeant Pharmaceuticals International Inc., were supposed to calm Wall Street doubters on Tuesday. Instead: chaos. Source: Bloomberg.com – video report Date: Mar 15, 2016 Link: http://www.bloomberg.com/news/articles/2016-03-15/after-a-600-million-typo-valeant-s-ceo-is-back-on-the-hot-seat Questions for Discussions: Summarize the reasons for Valeant’s share value collapse, according to the report. Do you think it has collapsed completely and… Read more »

Twitter’s Challenge: Updating a Product Users Love to Hate

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Description: An uproar this weekend over a possible change to how tweets are displayed gave Chief Executive Officer Jack Dorsey a stark reminder of how hard it’s going to be to fix Twitter Inc. Source: Bloomberg.com – video report Date: Feb 07, 2016 Link: http://www.bloomberg.com/news/articles/2016-02-07/twitter-s-challenge-updating-a-product-users-love-to-hate Questions for Discussions: Summarize the arguments presented for a potential merger… Read more »

Fitbit’s Game Plan For Making Your Company Healthy

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

Description: Given how things often go in Silicon Valley, Fitbit shouldn’t be here. It started selling wearable activity trackers when other hardware startups struggled for funding. Source: Forbes.com Date: Jan 08, 2016 Link: http://www.forbes.com/sites/parmyolson/2016/01/08/fitbit-wearables-corporate-wellness/ Questions for Discussions: Summarize the reasons for the firm’s financial success. How secure is the connection with corporate wellness? Should the… Read more »

Acquisition ideas for Alphabet, Amazon and other tech giants in 2016

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Description: Microsoft, Cisco and other enterprise-focused firms are looking for growth Source:  MarketWatch.com Date: Jan 03, 2016 Link: http://www.marketwatch.com/story/acquisition-ideas-for-alphabet-amazon-and-other-tech-giants-in-2016-2015-12-31?dist=lcountdown Questions for discussion: What do you think about these acquisition ideas? Which do you think is most and least probable?  

Can Jos. A. Bank Really Survive Without Excessive Discounts?

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Description: The cheap-suit seller is getting obliterated, and it’s taking down new owner Men’s Wearhouse with it. Source: Bloomberg.com Date: Dec 10, 2015 Link: http://www.bloomberg.com/news/articles/2015-12-10/can-jos-a-bank-really-survive-without-excessive-discounts- Questions for Discussions: Explain the financial problems facing the firm. Is there a case to be made for this acquisition?

The Longer-Term Approach of Activist Investors

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Description: Bruce Goldfarb, Okapi Partners president and chief executive officer, discusses the longer-term approach of activist investors with Bloomberg’s Alix Steel and Keri Geiger on “Bloomberg ‹GO›.” (Source: Bloomberg) Source: Bloomberg.com – video report Date: Nov 27, 2015 Link: http://www.bloomberg.com/news/videos/2015-11-27/the-longer-term-approach-of-activist-investors Questions for discussion: What does Bruce Goldfarb suggest is happening in investing circles? What advice… Read more »

Pfizer, Allergan in $155 billion inversion deal

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Description: Pfizer Inc. and Allergan PLC said Monday that they would merge in a so-called inversion deal worth about $155 billion that would create the world’s biggest drug maker by sales. Source: MarketWatch.com Date: Nov 23, 2015 Link: http://www.marketwatch.com/story/pfizer-allergan-in-155-billion-inversion-deal-2015-11-23-84852729 Questions for discussion: What is an “inversion deal”? What motivated this merger? Do you think it… Read more »

Allergan CEO Talks Mergers and Acquisitions Past and Future

Posted by & filed under Governments & Regulators, Growth & Valuation, Industry Analysis.

Description: Brent Saunders sits down with Fortune’s Susie Gharib to discuss buying Actavis and his merger talks with Pfizer. Source: Fortune.com – video report Date: Nov 12, 2015 Link: http://for.tn/1NsY9t5 Questions for discussion: Summarize the reasons given by Brent Saunders for more and more mergers taking place. What do you think about his explanation and… Read more »

Why Alibaba Agreed to Buy Video Service Youku

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Description: Shaun Rein, China Market Research Group’s managing director, Maha Ibrahim, Canaan Partners general partner, and Bloomberg’s Brad Stone discuss Alibaba’s agreement to buy video service Youku Tudou and its competition with Amazon. They speak with Bloomberg’s Emily Chang on “Bloomberg West.” (Source: Bloomberg) Source: Bloomberg.com – video report Date: Nov 7, 2015 Link: http://www.bloomberg.com/news/videos/2015-11-07/why-alibaba-agreed-to-buy-video-service-youku… Read more »