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Tag AMZN

AMZN MSFT

Alphyn Capital Management Q3 2022 Letter To Investors

Alphyn Capital returned -10.95% net in Q3 2022 vs -4.88% for the S&P500. Click here to read the full fund letter...

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AMZN MSFT

Microsoft: Competitive Positioning Just Got Better Amid All The Uncertainty

Microsoft's competitive positioning for AI cloud and metaverse just improved due to US chip restrictions on China. Read more about MSFT and my recommendation...

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AMZN

Amazon Workers Abandon California Union Election Plan After Loss

(Bloomberg) -- Amazon.com Inc. workers seeking to join a union at a company warehouse in Southern California have backed away from their attempt to hold an election, a setback for the upstart Amazon Labor Union following its defeat at a New York facility last week. Most Read from BloombergRenters Hit Breaking Point in a Sudden Reversal for LandlordsChina Stocks Slide as Leadership Overhaul Disappoints TradersKorean Air Plane Overruns Runway While Landing in PhilippinesDove, Other Unilever Dry Sh...

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AMZN GOOGL MSFT

Mayar Capital – Alphabet: The Most Valuable Advertising Property In The World

In the language of business strategists, Alphabet/Google benefits from vast network effects. Click here for our brief investment thesis on GOOG,GOOGL stock...

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AMZN GOOGL MSFT

Mayar Capital Q3 2022 Letter To Partners

The Mayar Responsible Global Equity Fund (Class A) was down -11.69% for the 3 months ending 9/30/22. Click here to read the full fund letter...

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AAPL AMZN GOOGL MSFT

Chinese Stocks Weigh On FAANG+

News out of China has sent shares of US-listed Chinese stocks tumbling. Over the past several years, the NYSE FAANG+ Index has been a well-tracked measure of the mega caps...

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AMZN

Almost everything is in the cloud—and experts are worried

The huge tech companies that run these computers aren’t afraid to use their power to muscle into their customers’ industries...

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AMZN

Amazon: Lower Sales Likely, Buying Trends Complicated

Amazon's e-commerce incomes are plummeting both at home and abroad while share buybacks have been eating into incomes earned. Read more about AMZN here...

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AAPL AMZN GOOGL MSFT

Mega-Cap Tech Earnings Preview: No Question Relative Value Has Improved For MegaCap Tech

To say that Amazon hit a wall in mid-2021 would be a vast understatement as the ecommerce juggernaut has seen slowing growth in the last 15 months...

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AMZN

Amazon (AMZN) to Report Q3 Earnings: What's in the Offing?

Amazon's (AMZN) third-quarter results are expected to reflect strength across its Prime and cloud businesses despite headwinds...

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