Weekly Kaizen – September 22nd – The Repo market, VC’s and Slack VS Microsoft

The Repo market, one of the hot topics of the past week, what is it and do we need to worry? We will look at different view points. Further in this Weekly Kaizen, another great analysis from Aswath Damodaran on VC’s role in start’up funding and valuation.

Finally, Scott Galloway’s video and great take on the challenges that Slack faces fighting of Microsoft.

Have a great week ahead!

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The Repo market

The Repo market… The FED had to step in 4 days this week due to a shortage in USD in the overnight lending market. The last time the FED had to step in was after Lehman Brothers collapsed, do we need to worry?

• The FT on the Repo market

• JP Morgan’s detailed analysis

• Repo Market’s Liquidity Crisis Has Been a Decade in the Making (Bloomberg)

• The Cleared Bilateral Repo Market and Proposed Repo Benchmark Rates (2017 post from the FED)

• Pressure in Repo Market Spreads (WSJ 2015)

What do VCs prize and price? Lessons from Peloton, Uber and WeWork IPOs

Once again, another great analysis and video upload from Aswath Damodaran.

Slack VS Microsoft

Is the market overreacting with the recent slump in Slack’s share price or is there some merit in their anxiety in Slack’s growth prospect?

Scott Galloway’s short and still very detailed analysis below:

Book Recommendation:

Former Secretary of State, Timothy Geithner, account on the financial crisis in 2007 and 2008. Recommend reading if you are looking to learn more on the FED’s, Treasury and banks role. Read (listen) for free on Audible or order online Stress Test: Reflections on Financial Crises:

Further Reading:

• The Slack DPO – Acquired Podcast

• WeWTF, Part Deux

• The iPhone and Apple’s Services Strategy