Online retail Archives - Market Mad House

daniel March 20, 2016 A Lack of Consistency, cash and carry stores in Brazil, Failing to be Competitive, Getting Caught Up in Fads, Lack of Focus, Maintaining a Very Weak Brand, Mindless Foreign Expansion, Neglecting the Core Business, Online retail, Ten Big Retail Mistakes that Walmart Made, Ten Things Walmart Did Wrong, Walmart Express, Walmart Stores Inc. (NYSE: WMT), Walmart’s profit margin, Walmart’s profit margin overseas

Ten Things Walmart Did Wrong

What went wrong at Walmart? How did this seemingly unstoppable retail machine suddenly sputter to a halt after years of relentless growth? The once feared company is actually closing more stores than it plans to open in the United States for the first time in recent memory. In January, Walmart announced plans to close 154 stores in the U.S. and open 135 in 2016; it also announced plans to close 145 additional stores in other countries.

Long Ideas

daniel April 24, 2015April 21, 2016 Ali Express, Alibaba, Amazon, AMZN, BABBA, Disruptive Technology, EBAY, GOOG, Online retail, Value Investing, Warren Buffett

eBay Proves It Has Value

My take on the situation is this. Both eBay and PayPal are value investments; they’re great brands and well-run companies that generate a lot of cash. Both companies also operate in a sector that has a lot of room for growth. Yet they are also undervalued by the market, probably because they operate in an unsexy sector, namely, basic e-commerce.