Robert's Feed
Aug 24, 2015
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Tech’s real China syndrome victims are yet to fall

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The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

Tech’s real China syndrome victims are yet to fall. Facebook, Apple, Amazon and Microsoft have lost nearly $200 billion of value in the past week. China’s woes sparked the rout, but the problem was investors’ giddy faith in growth. Public tech stocks may recover. Fantasy valuations of private firms like Uber, though, will take the bigger hit.

Aug 24, 2015
via Breakingviews

Tech’s real China syndrome victims are yet to fall

Photo

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

Tech’s real China syndrome victims are yet to fall. Facebook, Apple, Amazon and Microsoft have lost nearly $200 billion of value in the past week. China’s woes sparked the rout, but the problem was investors’ giddy faith in growth. Public tech stocks may recover. Fantasy valuations of private firms like Uber, though, will take the bigger hit.

Aug 21, 2015
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Effluent packs economic and environmental punch

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By Robert Cyran and Antony Currie

The authors are Reuters Breakingviews columnists. The opinions expressed are their own.

Effluent is starting to pack a noticeable economic punch. Fracker Pioneer National Resources has just struck a $117 million deal to use treated human sewage in its wells. United Airlines announced in June that it plans to use animal and food waste for fuel. These are just a couple of the growing possibilities for recycled feces and wastewater.

Aug 20, 2015
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Valeant pops risky $1 bln libido pill

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The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

Valeant Pharmaceuticals is popping a risky $1 billion libido pill. The acquisitive drug firm is buying Sprout Pharmaceuticals, the maker of Addyi, the so-called “female Viagra” that received U.S. Food and Drug Administration approval for treating low sexual desire in premenopausal women just two days ago. Valeant will have gotten a bargain if the pink pill hits its sales hopes. Snag is, the drug isn’t very effective, has bad side effects and regulatory restrictions may crimp sales.

Aug 20, 2015
via Breakingviews

Valeant pops risky $1 bln libido pill

Photo

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

Valeant Pharmaceuticals is popping a risky $1 billion libido pill. The acquisitive drug firm is buying Sprout Pharmaceuticals, the maker of Addyi, the so-called “female Viagra” that received U.S. Food and Drug Administration approval for treating low sexual desire in premenopausal women just two days ago. Valeant will have gotten a bargain if the pink pill hits its sales hopes. Snag is, the drug isn’t very effective, has bad side effects and regulatory restrictions may crimp sales.

Aug 17, 2015
via Breakingviews

John Malone takes home shopping over the top

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The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

John Malone is taking home shopping over the top. Buying Zulily, a flash-sale site for moms, would increase online revenue at the cable mogul’s QVC broadcast arm from about 40 percent to half. The target’s growth is already slowing quickly, however. And at $2.4 billion, or 38 times estimated 2015 EBITDA, the deal reveals the high cost of chasing Amazon.

Aug 17, 2015
via Breakingviews

John Malone takes home shopping over the top

Photo

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

John Malone is taking home shopping over the top. Buying Zulily, a flash-sale site for moms, would increase online revenue at the cable mogul’s QVC broadcast arm from about 40 percent to half. The target’s growth is already slowing quickly, however. And at $2.4 billion, or 38 times estimated 2015 EBITDA, the deal reveals the high cost of chasing Amazon.

Jul 29, 2015
via Breakingviews

Twitter’s mealy-mouthed strategy is hard to follow

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The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

Twitter’s mealy-mouthed strategy is getting harder to follow. Interim boss Jack Dorsey said the micro-blogging site isn’t satisfied with its user growth despite a 66 percent increase in second quarter revenue, to $502 million. His prescription for what ails Twitter, however, is cryptic. Companies that can’t express goals clearly, especially ones seeking yet another chief executive, find it difficult to succeed.

Jul 29, 2015
via Breakingviews

Twitter’s mealy-mouthed strategy is hard to follow

Photo

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

Twitter’s mealy-mouthed strategy is getting harder to follow. Interim boss Jack Dorsey said the micro-blogging site isn’t satisfied with its user growth despite a 66 percent increase in second quarter revenue, to $502 million. His prescription for what ails Twitter, however, is cryptic. Companies that can’t express goals clearly, especially ones seeking yet another chief executive, find it difficult to succeed.

Jul 24, 2015
via Breakingviews

Breakdown: Watchdogs chew on health insurer deals

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The author is a Reuters Breakingviews columnist. The opinions expressed are his own. 

Anthem and Cigna are the latest big U.S. health insurers to serve up a blockbuster merger. They and their peers need to satisfy a slew of regulators, though, before chowing down. Here’s a look at the agencies and the deals that officials may be asked to swallow in an already concentrated industry.

    • About Robert

      "Robert Cyran, U.S. tech columnist, joined Breakingviews in London in 2003 and moved four years later to New York, where he continues to cover global technology, pharmaceuticals and special situations. Robert began his career at Forbes magazine, where he assisted in the start-up of the international version of the magazine. Before working at Breakingviews he worked as a market researcher and reporter covering the pharmaceutical industry. Robert has a Masters degree in economics from Birmingham University and an undergraduate degree from George Washington University."
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