Sat, 16 April 2016
We swear capital allocation is sexy! On this episode we explain what it is, the different strategies businesses use for maximizing shareholder value, and profile two companies – one that has done a great job... and one that hasn’t. |
Fri, 15 April 2016
Peabody Energy's Chapter 11 filing this week has led to many saying "it's the brutal coal market", but we take a look at why there is much more to the story. Plus: dividend cuts at National Oilwell Varco, Alcoa's earnings, and what's on our radar. |
Thu, 14 April 2016
Intuitive Surgical's robotic surgery and Illumina's DNA sequencers are reshaping healthcare. |
Wed, 13 April 2016
The state of Macau in 2016: a look at how bad the regulations have hurt, and how a few companies are working to recover. |
Mon, 11 April 2016
Can improving your writing skills boost your investing returns? |
Fri, 8 April 2016
On this episode we recap everything we know about Google’s self-driving car project. |
Thu, 7 April 2016
It is becoming more and more apparent that solar and wind energy is not only changing the way in which we produce power, it's completely upending the whole electricity industry. We take a deeper look at the nuances of investing in the renewable energy field. Plus, Halliburton's deal faces another hurdle and we celebrate national beer day. |
Wed, 6 April 2016
The ins-and-outs of Pfizer and Allergan's failed $160 billion merger. |
Tue, 5 April 2016
Thomas Staggs joined Disney 25 years ago and has left an impressive mark on the company in his various roles, including CFO and chairman of the Parks and Resorts segment. Just last year, he seemed to be a shoo-in for future CEO, but with his sudden resignation, the company and its investors must now grapple with renewed uncertainty as Bob Iger approaches his 2018 retirement. |
Mon, 4 April 2016
Insurance companies can be tremendous investments, if you know what to look for. Here’s the simple breakdown of a very complicated industry. |