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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]