Description: The news that Haven, the joint health-care venture between Amazon (AMZN), Berkshire Hathaway (BRK-A, BRK-B) and JPMorgan (JPM), will disband next month came as no surprise to many health care experts. Source: Yahoo.Finance.com – video report Date: Jan 04, 2021 Link: https://ca.finance.yahoo.com/news/its-no-surprise-that-amazon-berkshire-jpm-health-venture-haven-is-disbanding-experts-213818212.html Questions for discussion: Why did Haven fail to disrupt the health care industry? How significant… Read more »
Posts By: Brahm Canzer
Description: BEIJING — China’s homegrown Tesla rivals are racking up sales in the world’s largest auto market. Source: CNBC.com – video report Date: Jan 04, 2021 Link: https://www.cnbc.com/2021/01/04/chinese-electric-car-start-up-nio-doubles-deliveries-as-tesla-competition-rises.html Questions for discussion: How important do you think branding is for all of these competitors in the global market? Do you think Tesla remains a good investment at this… Read more »
Description: LONDON – Skype co-founder Jaan Tallinn has identified what he believes are the three biggest threats to humanity’s existence this century. Source: CNBC.com Date: Dec 28, 2020 Link: https://www.cnbc.com/2020/12/29/skype-co-founder-jaan-tallinn-on-3-most-concerning-existential-risks-.html Questions for discussion: What are the concerns related to AI? Do you think they are well founded? How can AI develop in a socially responsible… Read more »
Description: In 2021, the biggest US beneficiary of the streaming bonanza will be Disney. Source: eMarketer.com Date: Dec 24, 2020 Link: https://www.emarketer.com/content/disney-will-become-streaming-heavyweight?ecid=NL1001 Questions for discussion: Why is Disney expected to grow so much, according to the analysis? Why is subscription key to the long-term success of the firm?
Description: Here it is: Six Pixels of Separation – Episode #755 – Host: Mitch Joel. Some managers work their way into the position after years of working for other leaders. Many managers, these days, are thrust into the position. That was Julie Zhou. Julie loves learning about people. As one of Silicon Valley’s top product design executives,… Read more »
Description: Here’s why the boost could be disappointing Source: FinancialPost.com – video report Date: Dec 31, 2020 Link: https://financialpost.com/investing/investing-pro/david-rosenberg-two-big-problems-with-the-pent-up-demand-everybody-is-counting-on Questions for discussion: Summarize the analysis presented by David Rosenberg. Do you agree with his assessments and predictions?
Description: How China’s economy bounced back one year after first Covid warning: CNBC After Hours Source: CNBC.com – video report Date: Dec 30, 2020 Link: https://www.cnbc.com/video/2020/12/30/how-chinas-economy-bounced-back-one-year-after-first-covid-warning-coronavirus-wuhan.html Questions for discussion: Summarize the highlights in this report. Which industries were hit worst of all by Covid-19? How do you think 2021 will play out around the world?
Description: Elon Musk on Tuesday wasn’t about to let Apple Inc, suck up all the oxygen on Wall Street, on the back of reports that the iPhone maker was again considering rolling out an electric vehicle of its own by 2024. Source: MarketWatch.com Date: Dec 22, 2020 Link: https://www.marketwatch.com/story/teslas-musk-claims-during-dark-days-of-model-3-he-sought-an-apple-buyout-11608675875 Questions for discussion: Would a merger… Read more »
Description: The town is mad about the studio’s decision to put movies on HBO Max and in theaters at the same time. But with a telecom giant running an entertainment company, things were bound to get weird. Source: NYTimes.com Date: Dec 08, 2020 Link: https://www.nytimes.com/2020/12/08/business/media/hbo-max-subscribers-att-box-office-losses.html Questions for discussion: How is the traditional distribution model changing?… Read more »
Description: In its IPO filing, the online gaming platform said its 36 million users spent almost $700 million in the first nine months of 2020 –with a sliver of gamers-turned-gamemakers taking home big paydays as a result. Source: INC.com Date: Dec 07, 2020 Link: https://www.inc.com/burt-helm/roblox-ipo-startup-ecosystem-vehicle-simulator.html Questions for discussion: Describe the Roblox business model and how… Read more »