Description: At a time when Canada’s retail sector is mired in a rash of store closures and disappointing sales, Aritzia Inc. appears to be doing something right. Source: BNNBloomberg.com – video report Date: Feb 14, 2020 Link: https://www.bnnbloomberg.ca/they-know-what-they-re-good-at-how-aritzia-is-bucking-the-retail-trend-1.1390530 Questions for discussion: Explain the reasons for the success of this retailer when others seem to be… Read more »
Posts Categorized: Part 6 Managing Financial Resources
Description: Roku CEO Anthony Wood talks about Roku’s business model, streaming technology and it’s relationship with content providers like Disney. Source: CNBC.com – video report Date: Feb 15, 2020 Link: https://www.cnbc.com/video/2020/02/14/watch-cnbcs-full-interview-with-roku-ceo-anthony-wood.html Questions for discussion: Summarize the key points made by Anthony Wood favouring the growth of streaming and Roku in particular. How is Roku complementing… Read more »
Description: Updated favorites are sweet nostalgia for parents—and they just might separate today’s teens from their smartphones. Source: Bloomberg.com Date: Feb 21, 2020 Link: https://www.bloomberg.com/news/articles/2020-02-21/board-games-from-the-80s-are-rebooted-for-generation-x?srnd=premium Questions for discussion: Do you think this strategy of rejuvenating older board games and hobbies will succeed? What favors trying? How is Kickstarter helping this industry?
Description: Inside the mass firings at Zume, one of Masayoshi Son’s latest investment debacles. Source: Bloomberg.com Date: Feb 13, 2020 Link: https://www.bloomberg.com/news/articles/2020-02-13/inside-the-firings-at-softbank-s-robot-pizza-startup?srnd=premium-canada Questions for discussion: What went wrong? What are the lessons for entrepreneurs considering starting up a business?
Description: Tesla has a long way to go before it justifies its current stock price, New York University finance professor Aswath Damodaran told CNBC on Thursday. Source: CNBC.com – video report Date: Feb 13, 2020 Link: https://www.cnbc.com/2020/02/13/damodaran-tesla-needs-vw-like-sales-apple-like-margins-to-justify-stock.html Questions for discussion: Explain what Aswath Damodaran means when he says Tesla would need VW-like sales and Apple-like margins to… Read more »
Description: One after the other as the morning wore on, Goldman Sachs Group Inc.’s most senior leaders — all men — took turns on stage describing their plan to restore its dimmed star. Much of it rests on a woman who’s being groomed to join them. Source: Bloomberg.com Date: Feb 13, 2020 Link: https://www.bloomberg.com/amp/news/articles/2020-02-13/the-woman-rising-from-goldman-trader-to-its-face-on-wall-street Questions for… Read more »
Description: These people are eating less meat to help the planet, and so can you Source: MarketWatch.com Date: Feb 06, 2020 Link: https://www.marketwatch.com/story/how-to-eat-less-meat-without-driving-yourself-nuts-and-3-good-reasons-to-try-it-2020-02-06?mod=home-page Questions for discussion: What does the article say about changing attitudes towards meat consumption and the reasons? What does this mean longer term for related businesses if this trend continues to build… Read more »
Description: Despite Tesla’s meteoric rise, which has seen the shares more than double this year, some investors argue that the company’s fundamentals and future growth justify its current valuation and stock price. Source: CNBC.com Date: Feb 04, 2020 Link: https://www.cnbc.com/2020/02/04/making-the-fundamental-case-for-tesla-at-900-and-one-day-7000.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail Questions for discussion: According to the article, how should investors establish the “value” of a stock and… Read more »
Description: If there were cheers around Alberta’s oilpatch Tuesday, they may have been drowned out by the sighs of relief. Source: CBC.ca Date: Feb 05, 2020 Link: https://www.cbc.ca/news/business/trans-mountain-pipeline-ruling-1.5451528 Questions for discussion: What does the article suggest may happen as a result of the court decision? How should governments and businesses deal with situations which may… Read more »
Description: With technology and capital rapidly increasing the pace of innovation, Christensen’s thinking is more relevant today than ever. What do we know now about the power of disruption and where it’s taking us? Source: SloanReview.mit.edu Date: Feb 04, 2020 Link: https://sloanreview.mit.edu/article/an-interview-with-clayton-m-christensen/?utm_source=El1&utm_medium=pr&utm_campaign=Chris0220 Questions for discussion: What are the important lessons directed at managers, marketers and investors? Which… Read more »