Posts Tagged ‘AMZN’
PTFI
Summarizing an investment mantra into an acronym is a common practice, and generally, a lazy short cut to sum things up. The investment themes for 2017 oscillated from technology/growth, to financials, to Trump tax trade, to retail, and now, to just being long whatever makes sense irrespective of the theme the idea falls under. It’s…
Read MoreAmazon and Wal-Mart; Atypical Market Rally Driven by Disintermediation and Secular Trends
Wal-Mart recently hosted an Analyst Day to update Wall Street on current operating trends and strategy. The amount of investment needed to modernize the store base, and improve the overall customer offering is staggering. Wal-Mart will experience a second consecutive year of earnings decline in 2016. The stock took the update poorly, falling over 12%…
Read MoreFacebook Considers a Spring 2012 IPO at a $100 Billion Valuation
We all knew it was coming, a spectacular IPO at a high valuation, for one of the world’s most innovative and intriguing companies. After many years of capturing young people’s internet time around the world, Facebook is moving closer to an IPO, reportedly valued at a $100 billion. The company may potentially file before year-end…
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