Occasionally I hear an argument confusing (or equating) margin with profitability. This article uses a comparison between Walmart and Amazon to illustrate the difference...
Continue ReadingVictoria's Secret & Co said on Tuesday it had cut about 160 management roles, or 5% of its home office staff, and hired a former Amazon executive as part of a reorganization following its separation from L Brands Inc last year...
Continue ReadingAmazon Web Services, or AWS, is Amazonâs cloud computing platform. AWS has grown at a faster rate than the rest of Amazon, all whilst generating substantially higher margins...
Continue ReadingThe probability-weighted target price for Netflix under 3 different scenarios is $360.80/share. Read more to see why NFLX stock is a buy...
Continue ReadingDLocal is an international payments company that facilitates complex transactions between global merchants and emerging economies. See why DLO is a strong buy...
Continue ReadingONLN is a very top-heavy online retail ETF. It is dominated by Amazon and Alibaba Group, two stocks that have struggled over the past year. Read more here...
Continue ReadingStock futures lose ground as investor concerns persist ahead of consumer price index reading and earnings season...
Continue ReadingThe Oakmark Global Select Fund returned -16.7% for the quarter ending June 30, underperforming the MSCI World Index. Click here to read the full fund letter...
Continue ReadingTech stocks are potentially staging the summer rally. Read this article to see why I recommend a Hold on Invesco Nasdaq ETF (QQQ)...
Continue ReadingThe Oakmark Select Fund declined 16% during the second quarter, compared to the S&P 500 Indexâs negative 16% return. Click here to read the full fund letter...
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