Posts filed under “M&A”

Does Increased M&A = Potential Market Top ?

FT: When investors are complacent, stupid deals happen

Source: FT

 

 

Last week, I pointed out some statistical errors in a chart suggesting that Rupert Murdoch’s bid for Time Warner was a sign of the market’s top. The chart had enough omissions to render it useless.

Today, I want to show you a (slightly) better version of the same idea.  Continues here

 

 

Category: M&A, Markets, Sentiment

The Danger of Daft Deals

As an update to yesterday’s critique, this video shows how takeovers and M&A often follow market prices. Collectively, they could show increased risk appetite, and perhaps signal an eventual top (wish the chart went further back than 1995).

FT: Mergers and acquisitions are booming. James Mackintosh, investment editor, analyses whether we’ve reached the stage where deals become truly daft, or whether there’s room for companies to gear up still further.


Jul 17, 2014

Category: M&A, Video

Sizing Up a Potential Media Marriage

Source: Bloomberg Visual Data

Category: Digital Media, Financial Press, M&A

Rupert Murdoch and The Dumbest Chart in the World

Yesterday morning, we learned of Rupert Murdoch’s bid for Time Warner for as much as $85 dollar a share, or more than $75 billion. Soon after, the annotated chart below showing the Standard & Poor’s 500 Index began circulating on trading desks and websites, suggesting Murdoch’s offer signaled a market top. Source: Financial Insyghts LLC…Read More

Category: Cognitive Foibles, Investing, M&A, UnGuru

Cable Connections

Click for an interactive graphic. Source: WSJ

Category: Digital Media, M&A, Technology

Deal Flurry Shows Drug Makers’ Swing Toward Specialization

Source: WSJ

Category: Digital Media, M&A, R&D, Science

WhatsApp

He’s creatively bankrupt. Recent studies show that few post and no one clicks through on likes, what’s a poor boy to do? Buy something with all that Wall Street money to deflect criticism as those prognosticating and investing miss the point. Steve Jobs is a hero not because he started the computer revolution, but because…Read More

Category: M&A, Technology, Valuation

Google’s Nest Labs Acquisition is a Smart Move

Defense! Google’s Nest Labs acquisition is a smart move Barry Ritholtz Washington Post, January 26 2014     With the Super Bowl just a week away, the age-old question of whether offense or defense wins big games is at hand. “The best defense is a good offense,” goes the saying, with the Denver Broncos called…Read More

Category: Apprenticed Investor, M&A

Why Google Bought Nest Labs

>   My Sunday Washington Post Business Section column is out. This morning, we look at Google’s acquisition of Nest Labs. My perspective is that Google is trying to avoid being disrupted or marginalized the way so many other tech companies have been. Here’s an excerpt from the column: “Perhaps the granddaddy of cautionary technology…Read More

Category: Corporate Management, M&A, Technology

Google’s Nest Labs Acquisition is a Smart Defensive Move

I have been thinking about Google’s acquisition of Next Lab’s last week for the eye-popping sum of $3.2 billion dollars. There have been numerous criticisms of the acquisition in terms of cost, with some chatter of this as evidence of a bubble in Silicon Valley. Perhaps it is worth considering this from a different perspective….Read More

Category: M&A, Technology