Tag AMZN
Investment management company Vulcan Value Partners recently released its fourth-quarter 2022 investor letter. A copy of the same can be downloaded here. The firm has five strategies, and all trailed their benchmark indexes in 2022. In the fourth quarter, the fund’s Large-Cap Composite returned 8.2% net of fees and expenses, the Small Cap Composite returned 11.2% net, Focus […]...
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Amazon was our biggest loser for the year, but we believe that there is significant value. Click here for our brief investment thesis on AMZN stock...
Continue ReadingM&A activities had been frenzied over the past few years indeed, with Walgreens similarly spending billions to vertically integrate its healthcare offerings. Read more here...
Continue ReadingThe Invesco QQQ ETF is in an echo bubble that's about to pop. Click here to read what investors need to know about QQQ ETF...
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Microsoft and Google are the two heavyweights in the rapidly growing AI arms race. Both have significant investments in AI. Click here for more on GOOG stock...
Continue ReadingOracle Corporation had been out of favor for a while, but I believe it is time to pay attention again. Click here for my review of ORCL stock and its prospects...
Continue ReadingHyperscalers are seeing decelerating growth and weakening demand as cloud migration slows and customers optimize spend, which has implications for Datadog. Read more here...
Continue ReadingAI is a buzzword causing a bubble and like all bubbles, the air will come out at some point, whether by way of a slow leak or a spectacular pop...
Continue ReadingIn this article, we will define supply chain management, review the global supply chain management market, and look at some of the biggest supply chain management companies in the world. If you want to explore similar companies, you can also take a look at 5 Biggest Supply Chain Management Companies in the World. What Is […]...
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