Thursday, May 4, 2017

Breakingviews TV: Hold the iPhone

Apple is increasing dividends and stock buybacks in the run-up to the 10th anniversary of its pioneering smartphone. Rob Cyran and Jeffrey Goldfarb discuss whether it's enough to satisfy investors.

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Wednesday, May 3, 2017

Breakingviews TV: Money-management woes

Antony Currie and Tom Buerkle explain how AllianceBernstein CEO Peter Kraus’s ouster fits into the tough battle active managers are fighting as passive funds win assets and crush fees.

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Tuesday, May 2, 2017

Breakingviews TV: Deal finance 101

Purdue University is buying online diploma factory Kaplan in a first-of-its-kind-transaction. Kate Duguid and Jeffrey Goldfarb discuss whether the idea makes the grade.

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Monday, May 1, 2017

Breakingviews TV: Crunching Oreos

Mondelez may be seeking a new CEO and remains under pressure from activists. Lauren Silva Laughlin and Jeffrey Goldfarb discuss whether the numbers would stack up in a possible sale to Kraft Heinz.

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Friday, April 28, 2017

Breakingviews TV: Buoyant boutiques

With Lazard joining Evercore and Moelis in reporting strong earnings, Antony Currie and Tom Buerkle discuss how smaller investment banks are cleaning up on the rise in M&A activity.

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Thursday, April 27, 2017

Tech hype drives Didi Chuxing to $50 bln valuation

Enthusiasm for tech funds has China's top ride-hailing app pegged for a $50 billion valuation, on the back of a new round of fund-raising. Reuters Breakingviews Robyn Mak explains that it's less clear what they'll spend that money on.

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Breakingviews TV: Twitter's challenge

The human newswire's user growth rose in the first quarter, but revenue declined. Jennifer Saba and Rob Cox discuss why advertisers are shying away from Twitter.

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