Big retailers, Walmart , Target and Amazon , have all taken measures to have inventory and staffing in line with the anticipation of the biggest sales of the year. As Amazon has planned a second Prime Day in Oct. 11-12, Target already countered with another round of its Target Deal Days Oct. 6-8. Amazon's Top Toys of 2022 list came out before Prime Days just in time for parents to take advantage of the easy-to-use list and discounts...
Continue ReadingPolen Capital, an investment management firm, published its “Polen Global Growth Fund” second quarter 2022 investor letter – a copy of which can be downloaded here. During the second quarter of 2022, the Global Growth Composite Portfolio (the “Portfolio”) was down -18.08% and -18.34% gross and net of fees, respectively, versus a decline of -15.65% […]...
Continue ReadingIn July, Amazon's two-day Prime Day shopping events prompted millions of consumers to bust out their credit cards and order up items on the cheap. Now, Amazon is doing it again. The online retail giant is launching what's effectively being dubbed as a sequel to Prime Day...
Continue ReadingUsually Amazon is the tech leader, but Walmart may actually have an edge that will help customers get what they want faster...
Continue ReadingIt's impossible to predict when the market will make a full recovery, but buying quality stocks is still in investors' control...
Continue ReadingHow to figure out if an Amazon Prime membership is right for you, plus tips on getting the best savings...
Continue ReadingAmazon (NASDAQ: AMZN) has rewarded investors over time. The company has increased profit, revenue, and free cash flow over most of the past decade. This isn't catastrophic when you consider Amazon's long-term gains...
Continue ReadingIn this article, I will reflect on SPS Commerce's performance and determine whether current valuation is worth the strong performance of past few years. Read more...
Continue ReadingSeeking Alpha's Quantitative AI platform rates GoDaddy as a Hold. Click here to see why I'm taking a contrary approach and recommend GDDY stock as a buy...
Continue ReadingPinduoduo is investing into agriculture technology in China and expansion into the U.S. Click here to see the growth catalysts and potential risks for PDD...
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