Description: Modern Monetary Theory, the buzziest economic idea in decades, got a pandemic tryout of sorts. Now inflation is testing its limits. Source: NYTimes.com Date: Feb 07, 2022 Link: https://www.nytimes.com/2022/02/06/business/economy/modern-monetary-theory-stephanie-kelton.html Questions for discussion: What is MMT as you understand it? How would you answer the questions posed in the article – “Did Congress ‘experiment’ with… Read more »
Posts Categorized: Part 6 Managing Financial Resources
Meta’s earnings miss demonstrates the vulnerability of its ad revenue model compared with Google’s
Description: The news: Meta’s weak earnings report sent its stock tumbling as much as 23% in after-hours trading. Source: eMarketer.com Date: Feb 04, 2022 Link: https://www.emarketer.com/content/meta-s-earnings-miss-demonstrates-vulnerability-of-its-ad-revenue-model-compared-with-google-s Questions for discussion: Is the advertising-based revenue model in trouble? What would you advise marketers at Meta?
Lightspeed stock drops as CEO Dax Dasilva’s departure adds to turbulence
Description: Shares in Lightspeed Commerce Inc., one of Canada’s digital technology darlings, plunged in the wake of the company’s first significant leadership shuffle. Source: FinancialPost.com – podcast Date: Feb 03, 2022 Link: https://financialpost.com/technology/lightspeed-founder-dax-dasilva-steps-down-as-ceo Questions for discussion: Summarize the reasons for the drop in the company share price. Do you think the change-up in management will… Read more »
What to know about the Apple privacy changes that crushed Facebook parent Meta
Description: Shares of Facebook parent Meta were hammered Thursday, falling 26% after the company revealed that privacy changes Apple made to its iOS platform last year have begun to sink their teeth into the social networking giant’s bottom line. Source: Yahoo.Finance.com – video report Date: Feb 03, 2022 Link: https://finance.yahoo.com/news/how-apple-app-tracking-transparency-works-162225922-220141435.html Questions for discussion: Why did… Read more »
Here’s why stocks are on such shaky ground to start January
Description: It was a wild day for stocks on Monday, adding to the market’s shaky start to 2022. ?Source: CNBC.com – video report Date: Jan 24, 2022 Link: https://www.cnbc.com/2022/01/24/the-sp-500-is-on-track-for-its-worst-january-ever-heres-why-stocks-are-getting-hit-so-hard.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail Questions for discussion: What does the report say are the reasons for the extreme volatility in the stock markets? What do you think is likely to… Read more »
Air taxis will need 60,000 new pilots this decade and CAE wants to train them
Description: This week on Down to Business, Marc Parent, chief executive of CAE, which designs and manufactures flight simulators, trains pilots and derives much of its revenue from aviation, explains how he reacted when it was clear that air travel was in trouble. Source: FinancialPost.com – podcast Date: Jan 26, 2022 Link: https://financialpost.com/transportation/airlines/air-taxis-will-need-60000-new-pilots-this-decade-and-cae-wants-to-train-them Questions for… Read more »
Activist investor Blackwells calls on Peloton to fire CEO, explore sale
Description: An activist is pushing Peloton to fire its chief executive officer immediately and consider a sale as its share price has plummeted. Source: CNBC.com – video report Date: Jan 23, 2022 Link: https://www.cnbc.com/2022/01/24/activist-investor-to-call-on-peloton-to-fire-ceo-explore-sale-report.html?recirc=taboolainternal Questions for discussion: Was this a failure of management? Leadership? What would you advise the firm do now?
Tech stocks just had their worst week since March 2020 as Peloton and Netflix scared investors
Description: Peloton fell below its IPO price, Netflix suffered its steepest drop in a decade, and chip stocks continued to struggle. Add it all up and the Nasdaq just closed out its worst week since the beginning of the pandemic. ?Source: CNBC.com – video report Date: Jan 21, 2022 Link: https://www.cnbc.com/2022/01/21/peloton-plunge-netflix-miss-send-nasdaq-to-worst-week-since-march-2020.html Questions for discussion: What does the report say are… Read more »
Microsoft investor who pushed shareholder vote on harassment report says change is coming
Description: Natasha Lamb was shocked. It was November, and Microsoft shareholders had just agreed with her proposal to push the software maker into issuing a public report on the effectiveness of its sexual harassment policies. Source: CNBC.com – video report Date: Jan 16, 2022 Link: https://www.cnbc.com/2022/01/16/microsoft-investor-lamb-sees-change-after-harassment-report-vote.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail Questions for discussion: What are managerial issues related to this story?… Read more »
Why some analysts are still bullish on Shopify despite 48% plunge
Description: Tech darling Shopify Inc. has become such a heavyweight on the Toronto Stock Exchange that when it moves, the broader market feels it. Source: BNNBloomberg.com – video report Date: Jan 21, 2022 Link: https://www.bnnbloomberg.ca/why-some-analysts-are-still-bullish-on-shopify-despite-48-plunge-1.1711267 Questions for discussion: Why did Shopify’s stock price fall so dramatically? What is the basis for confidence that it is… Read more »
