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The Amazon Economy

January 2nd, 2018 · Comments Off on The Amazon Economy

  • Amazon undoubtedly brings efficiency to the shopping process, but there is a considerable price to pay for this.
  • By monopolizing online market access, it forces most other online sellers to either join Amazon or become irrelevant.
  • Amazon increasingly owns the underlying infrastructure of commerce, and this gives it ample opportunity to tilt the playing field in its favor.
  • Another shadow side is that this is eroding local businesses, choice, economic dynamism and community in large parts of the US.
  • And while the consumer experience is seamless, the labor model that Amazon uses isn’t very attractive, its wages are low and employment conditions uncertain.

Source: The Amazon Economy – Amazon.com, Inc. (NASDAQ:AMZN) | Seeking Alpha

Comments Off on The Amazon EconomyTags: AMZN · Economy

Amazon Is A Multi-Trillion-Dollar Monopoly Hidden In Plain Sight

January 2nd, 2018 · Comments Off on Amazon Is A Multi-Trillion-Dollar Monopoly Hidden In Plain Sight

  • Amazon is both a direct retailer and a near indispensable platform for competing resellers.
  • In that latter capacity, it sets the rules and it can tilt the game in its favor and extract most of the value and valuable data and information.
  • That information allows it to start competing businesses by picking off its merchants’ best-selling products.
  • It’s difficult to see how this can be stopped bar action by competition authorities.

Source: Amazon Is A Multi-Trillion-Dollar Monopoly Hidden In Plain Sight – Amazon.com, Inc. (NASDAQ:AMZN) | Seeking Alpha

Comments Off on Amazon Is A Multi-Trillion-Dollar Monopoly Hidden In Plain SightTags: AMZN

Amazon Is A Multi-Trillion Dollar Monopoly Hidden In Plain Sight

December 28th, 2017 · Comments Off on Amazon Is A Multi-Trillion Dollar Monopoly Hidden In Plain Sight

  • Amazon is both a direct retailer and a near indispensable platform for competing resellers.
  • In that latter capacity, it sets the rules and it can tilt the game in its favor, extract most of the value and valuable data and information.
  • That information allows it to start competing businesses by picking off its merchants best selling products.
  • It’s difficult to see how this can be stopped bar action by competition authorities.

Source: Amazon Is A Multi-Trillion Dollar Monopoly Hidden In Plain Sight – Amazon.com, Inc. (NASDAQ:AMZN) | Seeking Alpha

Comments Off on Amazon Is A Multi-Trillion Dollar Monopoly Hidden In Plain SightTags: AMZN

Universal Display Keeps On Rising

December 27th, 2017 · Comments Off on Universal Display Keeps On Rising

  • We missed the upside as we deemed the shares too expensive three months ago.
  • There is no question that the market is set to grow for years to come.
  • Competition is emerging on the horizon, but we think it’s unlikely this constitutes an imminent threat.
  • But we still balk at the nosebleed valuation; the shares are priced for perfection.

Source: Universal Display Keeps On Rising – Universal Display Corporation (NASDAQ:OLED) | Seeking Alpha

Comments Off on Universal Display Keeps On RisingTags: OLED

GNC: Is It All That Bad?

December 26th, 2017 · Comments Off on GNC: Is It All That Bad?

  • GNC Holdings did a sensible debt for equity swap.
  • Some observers are alarmed, others see the price slump as an opportunity.
  • We are more in the first camp, as time is running out for the company to restructure its debt at acceptable terms and its negotiating position starts to weaken.

Source: GNC: Is It All That Bad? – GNC Holdings, Inc. (NYSE:GNC) | Seeking Alpha

Comments Off on GNC: Is It All That Bad?Tags: GNC

More Small-Cap Opportunities

December 26th, 2017 · Comments Off on More Small-Cap Opportunities

  • Three new small caps that have sold off lately while the fundamental story is intact.
  • Electro Scientific just gave back some of its astronomical gains, but it is firing out on all cylinders.
  • MagnaChip had some tax issues, and Ceragon’s share price has receded after announcing a big Indian order.

Source: More Small-Cap Opportunities | Seeking Alpha

Comments Off on More Small-Cap OpportunitiesTags: CRNT · ESIO · MX

An Unexpected Tax Cut Bonanza

December 26th, 2017 · Comments Off on An Unexpected Tax Cut Bonanza

  • The Trump tax cut could produce more economic stimulus than many economists (ourselves included) expected.
  • This could occur if others copy the example of several big corporations that announced they will share their tax bonanza with employees.
  • Given the increasing gap between employee compensation and productivity growth, it’s about time, as such a model isn’t sustainable.

Source: An Unexpected Tax Cut Bonanza | Seeking Alpha

Comments Off on An Unexpected Tax Cut BonanzaTags: Economic Policy · Voodoo economics

A Chinese Lost Decade?

December 25th, 2017 · Comments Off on A Chinese Lost Decade?

  • The Chinese economy is facing three secular headwinds that conspire to slow its economic growth considerably.
  • Demographics are turning from a tailwind to a headwind and diminishing returns of the credit led boom have already set in.
  • The necessary deleveraging process isn’t likely to produce a financial implosion, but it will slow growth significantly and fiscal policy is unlikely to be able to counter this.
  • The country is making a large effort to jump up the value chain, which could at least in part provide a counter to these headwinds.

Source: A Chinese Lost Decade? | Seeking Alpha

Comments Off on A Chinese Lost Decade?Tags: China

NXT-ID Goes Crypto

December 25th, 2017 · Comments Off on NXT-ID Goes Crypto

  • We already had an eye on this company, which is in the midst of an interesting turn-around.
  • One business is established and growing, and responsible for nearly all revenues, but its smartcard and FitPay platform have yet to generate meaningful revenue.
  • Fitpay has raked up a number of customers though, and the plot has thickened considerably though the addition of the ability of contactless pay with cryptocurrencies.

Source: NXT-ID Goes Crypto – NXT-ID Inc. (NASDAQ:NXTD) | Seeking Alpha

Comments Off on NXT-ID Goes CryptoTags: COIN · NXTD

The Tide Is Turning

December 25th, 2017 · Comments Off on The Tide Is Turning

  • The world economy is experiencing a synchronized upturn, but the main areas are already tightening monetary policy, or about to do so.
  • This will reduce world liquidity and provide a headwind for equities to run higher, depending on the pace of it.
  • However, the biggest risk is that US monetary conditions tighten much faster than elsewhere.
  • This would put upward pressure on the dollar and reverberate throughout the world financial system causing the drying up of liquidity, as the BIS has explained.

Source: The Tide Is Turning | Seeking Alpha

Comments Off on The Tide Is TurningTags: The Markets