Friday, May 27, 2016

Breakingviews: Facebook speech slip

Peter Thiel, a director of the social-media giant, funded wrestler Hulk Hogan's case against Gawker. Breakingviews columnists discuss the damage to Facebook's credibility as a media power.

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Thursday, May 26, 2016

Breakingviews: Russian rocket roulette

Elon Musk's SpaceX is undercutting Boeing, Lockheed and the Russian engines they use for U.S. military satellite launches. Gina Chon tells Richard Beales how the D.C. machine is responding.

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Wednesday, May 25, 2016

Breakingviews: Snapchat's $20 bln message

Richard Beales and Rob Cyran discuss why the disappearing-chat service's latest price tag may have more staying power than some high-flying startup valuations.

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Tuesday, May 24, 2016

Breakingviews: Bayer beware

The German conglomerate is offering $62 bln for U.S. seed maker Monsanto. Kevin Allison and Jeffrey Goldfarb break down the value of the deal for both the buyer and seller.

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Monday, May 23, 2016

Breakingviews: Insider trading chip shot

Reynolds Holding and Richard Beales discuss dodgy dealings involving an ex-Dean Foods chairman and, indirectly, a golf pro and why such cases are alive and well – even against company bosses.

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Friday, May 20, 2016

Breakingviews: Goldman's Tesla timing

An upgrade on the electric-car maker's stock from Goldman Sachs analysts coincided with its bankers helping Tesla sell new shares. Antony Currie and Jeffrey Goldfarb take a closer look.

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Thursday, May 19, 2016

Breakingviews: Nokia wrong number

May 18 - Microsoft ditched the basic handset business for a small fraction of its 2013 purchase price. As Rob Cyran and Reynolds Holding explain, the sale suggests how quickly tech empires can vanish.

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Wednesday, May 18, 2016

Breakingviews: Pandora unboxed

Jen Saba and Reynolds Holding discuss activist investor Keith Meister's efforts to engineer a sale of the online music service and whether rivals Spotify and Sirius XM make sense as buyers.

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Tuesday, May 17, 2016

Breakingviews: Apple of Omaha

Warren Buffett's Berkshire Hathaway disclosed a $1.1 bln stake in Apple, in a rare break from the Oracle's aversion to tech. Rob Cyran and Jeffrey Goldfarb question the logic.

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Monday, May 16, 2016

Breakingviews: Facebook news skew

The social media giant has been accused of bias in posting what's happening in the world. Breakingviews columnist say that just shows it's truly a media company now.

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Friday, May 13, 2016

Breakingviews: One-stock wonders

Richard Beales and Rob Cyran examine Kerrisdale Capital's new $100 million fund for a short bet against Dish Network, why investors might like it and who the likely winners are.

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Thursday, May 12, 2016

Breakingviews: Knockout deal

Ultimate Fighting Championship reportedly seeks up to $4 bln in a possible sale. That may seem high, but Jen Saba and Reynolds Holding explain why a live-sports boom can justify the price.

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Wednesday, May 11, 2016

Breakingviews: Oracle v. Google

The tech giants are in court over the search titan's allegedly illegal use of pieces of Java software. Reynolds Holding and Antony Currie explain why Silicon Valley loses if Oracle wins.

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Tuesday, May 10, 2016

Breakingviews: Lending Clubbed

Richard Beales and Antony Currie consider the limits of fintech disruption after Lending Club's mis-selling of loans cost the company its founder and CEO and 25 percent of its value.

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Monday, May 9, 2016

Breakingviews: Halliburton in deep water?

Richard Beales and Kevin Allison discuss the lack of repercussions, so far, for the costly failure of Halliburton's $35 bln Baker Hughes deal, and why CEO David Lesar should take some blame.

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Saturday, May 7, 2016

Breakingviews: Tesla floors it

Elon Musk's electric-car maker is accelerating production targets, which bring new technological and financial risks. Kevin Allison and Jeffrey Goldfarb take them for a spin.

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Thursday, May 5, 2016

Breakingviews: Facebook's C for governance

Mark Zuckerberg's planned issuance of non-voting stock disadvantages regular shareholders. Breakingviews columnists explain how Facebook investors might learn from Google counterparts.

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Wednesday, May 4, 2016

Breakingviews: Medical M&A muddle

The proposed $18 bln merger of healthcare data miner IMS and drug-trial manager Quintiles may save costs but lacks clear logic. Robert Cyran and Reynolds Holding pick through the de

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Tuesday, May 3, 2016

Breakingviews: Betting against hedge funds

With Warren Buffett winning a wager that stocks will do better than hedge funds, Rob Cox and Richard Beales wonder if hedgies' best strategy is to shrink to fit their high-fee niche.

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Monday, May 2, 2016

Breakingviews: Amazon primed

The online retailing colossus is being powered by its web services business. Rob Cyran and Jeffrey Goldfarb discuss the significance both to consumers and investors.

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