Description: Pershing Square’s Bill Ackman wasn’t able to convince Wall Street once and for all whether embattled drugmaker Valeant Pharmaceuticals can recover from its woes or will continue heading south. Source: Forbes.com Date: Oct 30, 2015 Link: http://www.forbes.com/sites/antoinegara/2015/10/30/bill-ackmans-defense-of-valeant-pharmaceuticals-takes-long-view-on-drugmakers-woes/ Questions for discussion: What does the article say about Bill Ackman’s strategic thinking? Do you agree?
Posts Tagged: M&A
Weight Watchers soars on Oprah investment
Description: The struggling diet company is getting a much needed boost from Oprah Winfrey. She’s buying a 10% stake, becoming a Weight Watchers member and joining the company’s board. Source: CNNMoney.com – video report Date: Oct 19, 2015 Link: http://money.cnn.com/video/investing/2015/10/19/oprah-winfrey-weight-watchers-wtw.cnnmoney/ Questions for Discussions: How has Oprah’s involvement affected expectations of financial improvement at Weight Watchers?… Read more »
The secret firm at the heart of Valeant’s crisis has an alleged history of shady behavior with customers
Description: Valeant is getting crushed under allegations of fraudulent accounting. Source: BusinessInsider.com Date: Oct 23, 2015 Link: http://www.businessinsider.com/philidor-valeant-consumer-complaints-2015-10 Questions for discussion: Summarize the concerns with the company? How should investors deal with the present situation?
Yum Brands just got one step closer to breaking itself up
Description: Fast-food restaurant operator Yum Brands added an activist hedge fund manager to its board and cut its full year outlook in China on Thursday. Source: BusinessInsider.com Date: Oct 15, 2015 Link: http://www.businessinsider.com/yum-brands-adds-keith-meister-to-board-2015-10 Questions for discussion: Do you think a break-up is probable? How should investors play this situation?
Valeant Pharmaceuticals International Inc faces fresh scrutiny with U.S. subpoenas on drug prices
Description: MONTREAL — Just when it seemed Valeant Pharmaceuticals Inc. was in the clear after being called out by U.S. politicians during a recent drug-pricing controversy, the Laval, Que.-based company is once again in the hot seat as it faces subpoenas from two federal prosecutors. Source: FinancialPost.com Date: Oct 16, 2015 Link: http://business.financialpost.com/investing/global-investor/valeant-pharmaceuticals-international-inc-face-fresh-scrutiny-with-u-s-subpoenas-on-drug-prices Questions for Discussions: What is… Read more »
SABMiller may have rejected a merger offer worth 12 figures
Description: Anheuser-Busch InBev’s $100 billion takeover offer wasn’t good enough for SABMiller, insiders say. Source: Fortune.com – video report Date: Oct 06, 2015 Link: http://for.tn/1VBOdqR Questions for Discussions: Summarize the financial issues related to proposed merger that were presented in this report. Do you think a deal will eventually be made and if so, at… Read more »
Behind the AB InBev and SAB Miller merger
Description: If the companies fuse together, it would own 7 of 10 beers in the U.S. Source: Fortune.com – video report Date: Sep 18, 2015 Link: http://for.tn/1gymeoS Questions for Discussions: What is motivating the merger? Do you think it makes sense for these companies? Do you think it will be approved by regulators?
Now you can brew Campbell’s soup in a Keurig
Description: The coffeemaker has partnered with the 146-year-old soup company to produce “Campbell’s Fresh-Brewed Soup.” Source: CNNMoney.com – video report Date: Sep 10, 2015 Link: http://for.tn/1J0nBn1 Questions for Discussions: Do you think Keurig customers will start using their devices to make soup? How has the company done financially?
200 million reasons Vox Media, Buzzfeed are having a great week
Description: NBCUniversal is looking to boost its digital reach with new investment in two big names in new media. Source: Fortune.com – video report Date: August 13, 2015 Link: http://for.tn/1L99HWI Questions for discussion: What are the reasons for this deal, according to the report? Do you believe the deal is good for the company? How… Read more »
How Warren Buffett Is Impacting Food Industry Deals
Description: Sullivan & Cromwell Partner Frank Aquilla discusses mergers and acquisitions in the food industry. Bloomberg’s Craig Giammona also reports on “Bloomberg Markets.” (Source: Bloomberg) Source: Bloomberg.com – video report Date: June 10, 2015 Link: http://www.bloomberg.com/news/videos/2015-06-10/how-warren-buffett-3g-are-impacting-food-deals Questions for Discussions: Summarize the reasons for mergers and acquisitions taking place in the food industry? How should investors… Read more »
