Industrial REITs have been slammed this year despite stellar operating performance with demand for well-located logistics space continuing to outstrip supply. Read more here...
Continue ReadingThis note looks at e-commerce warehousing/logistics REITs which are the largest portion of the Alerian Disruptive Technology Real Estate Index (LANDX) (currently 56.7% of its index weight)...
Continue ReadingAlibaba and Amazon have both seen a significant slowdown in top line growth post-pandemic. Check out whether BABA or AMZN stock presents more upside...
Continue ReadingAmazon's first-ever exclusive NFL broadcast on Thursday checked all the boxes of a typical televised football game: pregame and half-time studio.....
Continue ReadingAlibaba has seen an unprecedented slowdown in growth amid Chinese economic malaise. The company see cloud computing as key to reigniting growth...
Continue ReadingThe company saw more U.S. sign-ups for Prime during the 3-hour broadcast than in any other time in its history...
Continue ReadingMany of Roku's negative qualities have come to light recently, but don't ignore the positives...
Continue ReadingAmazon (AMZN) inks a deal with Infinium to power its transportation fleet with low-carbon electrofuels...
Continue ReadingTo help you identify investments that are most worthy of your hard-earned money, I offer my three highest-conviction ideas right now. All are outstanding businesses that are well-positioned to generate handsome returns for their shareowners in the coming years. Snowflake (NYSE: SNOW) helps businesses make better use of their data at a time when harvesting valuable insights from the cloud is becoming more important every day...
Continue ReadingNotable business headlines include the FTC calling on Jeff Bezos and Andy Jassy to testify in Amazon Prime probe, NYC housing prices plateau following a record-high July, and Ted Lasso & AFC Richmond team in EA produced ‘FIFA 23’...
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