Fri, 13 April 2018
There have always been rumors of a paid version of Facebook. Recent comments from Mark Zuckerberg and Sheryl Sandberg prove its something management has been thinking about, but what would it actually look like? Slack: Where work happens. Go to slack.com to learn more. |
Thu, 12 April 2018
NV5 and Pattern Energy Group have both been previously pitched on the show. And, both stocks have had a tumultuous time over the past few months. We discuss if recent events have changed the fundamental thesis for each.
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Wed, 11 April 2018
Biogen misses out on a huge deal that Novartis completed with AveXis. Plus, Incyte's phase 3 implosion, and what it means for immuno-oncology more broadly. |
Tue, 10 April 2018
The $55 billion skincare and make-up giant has seen its shares gain nearly 80% in the past year as robust top and bottom line growth attract investors to the company. For the first time on Industry Focus, we look at Estee Lauder’s impressive brand portfolio, latest results, and management’s vision for the future. |
Mon, 9 April 2018
We’re often told to focus on one thing and do it well – but in today’s episode, we cover three sectors (banks, REITs, and insurers) where businesses may be going in the opposite direction, preferring to try and own more of the value chain. Understanding the tradeoffs between specialization and diversification is key to investing smart in these sectors. |
Fri, 6 April 2018
Shares of the music streamer are now on the market! With a ballpark on The Street's view of what the company is worth, we try a few different angles to put its valuation into context. |
Thu, 5 April 2018
The Crown Prince of Saudi Arabia announced last week a plan to partner with Japanese-based SoftBank to fund a $200 billion solar farm in the desert. We discuss the project, the state of the U.S. solar industry, and solar stocks to buy (and avoid). |
Wed, 4 April 2018
Takeda may buy Shire, but it might prove costly. Also, the FDA slaps Alkermes with a dreaded Refusal to File letter. |
Tue, 3 April 2018
ADT and its private equity backers have built up the leading name in monitored security with $4.3 billion of revenue in 2017. But after pricing an IPO in January, shares of ADT have tumbled nearly 50%. Is this the bargain opportunity investors should be following? |
Mon, 2 April 2018
A lot of investors like big bank stocks for their dividends and perceived safety. We think, though, that some big trends are lining up to make their business models increasingly tough to sustain. In this episode, we lay out five different areas tech is changing the game for banks. |