Walmart (tkr: WMT) can do better than to jointly acquire TikTok with Microsoft (tkr: MSFT). A TikTok acquisition is fraught with risk. Our preference would be for Walmart to acquire a leading retailer in a growing category. AutoZone (tkr: AZO) is one such example. Premium article. 539 words. $9.99 One of the first things you … Continue reading Walmart Can Do Better than to Acquire TikTokPremium
It is going to take several years for the U.S. economy to recover back to 2019 levels. 2019 is a low bar in our view as that economy - much like the present one - was debt-fueled, deficit-ridden and plagued by artificially low interest rates. These factors in the aggregate have stymied sustainable, real economic … Continue reading Markets Are Poised To Grind Lower
Investors have lost their minds when it comes to high-flying stocks such as Tesla (TSLA, up 830% over 13 months), Shopify (SHOP, up 210% over 4 months), DataDog (DDOG, up 220% since the March lows), and many other names where valuations are based on anything but the fundamentals. Why? There Is No Alternative (TINA): The … Continue reading TINA, ZIRP, The Future & The Retail Investor
The number of seated diners (as measured by walk-ins and reservations on OpenTable) remains down materially on a year-over-year basis for both cities and states. We built the charts below using a 7-Day average comprised of the last 7 days ending July 4th 2020. Reach me at email@example.com to access the complete data set which … Continue reading Seated Diners by U.S. City & State
Amazon announced that it has opened its first full grocery store - "Amazon Go Grocery" - that utilizes its cashierless checkout technology. Most interesting to us is that Amazon plans to license its "Go" technology to other retailers - effectively creating an Operating System for physical retail. Amazon opened its first Go Grocery store location … Continue reading Amazon’s “Go” Technology – Retail’s New OS
Google parent company Alphabet (tkr: GOOG) needs to acquire Walmart (tkr: WMT) to better compete with Amazon (tkr: AMZN) and to reverse the negative trend in Google's core search advertising business. While arch nemesis Amazon continues to make strides in retail (Amazon.com, Amazon Go, Key, Prime, Wholefoods), Google’s retail path has not been quite so … Continue reading Google Needs to Acquire Walmart
Disintermediation Defined Disintermediation is when one party inserts itself between an interested party and its customers (see below table of “disintermediators” and “disintermediatees”). Ironically, parties that suffer disintermediation often invite it upon themselves. Google Disintermediates Yelp and OpenTable For the past several years Yelp restaurant reviews appeared on Google business listings (this appears to have … Continue reading Don’t Be Disintermediated
Human Capital is Key “It’s people! Soylent Green is people!” shouted Charlton Heston’s Robert Thorn in 1973’s Soylent Green. Fast forward 45 years and people remain central to the process. Although the process we refer to isn’t recycled human foodstuff but rather the global economy where Intellectual Capital provides economic sustenance and Human Capital is … Continue reading It’s People! It’s People!
It’s fun to speculate. What if Google parent company Alphabet were to acquire Walmart in an effort to better compete with Amazon? One of the advantages that Amazon has in an AI-driven world is a fully integrated retail experience. Amazon customers may speak buy orders into their Alexa-powered smart device - “re-order paper towels” - … Continue reading What if Alphabet Were to Acquire Walmart in an Effort to Better Compete with Amazon?Premium
Amazon's straight-through-processing ("STP") retail experience provides the company with an edge vs. Google in the AI war: Visual output from our Amazon Alexa query - "Buy Amazon Echo": Consumers may execute the purchase transaction with one or two instructions. This is true for millions of products sold via Amazon's retail platform. Amazon provides consumers with … Continue reading Amazon’s Retail Experience Provides the Company with an Edge vs. Google in the AI War.