How Netflix, Amazon, PayPal and Apple sell time

Thus, Jeff Bezos’ actual genius is not in retail or discounting but in saving time. Consequently, Amazon Prime offers one stop shopping, delivery, music, and streaming video.

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Kroger Coronavirus and Controversy

I conclude that Kroger lacks the cash to buy back stocks. Frighteningly, Kroger could also lack the cash to pay a modest hero bonus to employees risking their lives.

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Can Coronavirus Save Campbell Soup from Oblivion and Irrelevance?

I think Campbell Soup is a poor value investment and a company that could collapse. Thus I advise investors to avoid Campbell Soup. Conversely, those who do not believe me could find Campbell Soup an interesting contrarian investment for the coronavirus age.

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Is Warren Buffett Right about Kroger?

Buffett is showing his contrarian views here by rejecting the conventional wisdom that Apple is the future and Kroger is the past. Additionally, Buffett is selling an expensive stock for cash. Mr. Market was paying $324.95 a share for Apple on 14 February 2020. I think Buffett thinks Mr. overprices Apple, and I agree.

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The Pundit Class’s Knives Come out for Andrew Yang

Hence, the pundits do not understand ordinary Americans or their fears. Yang, however does and is touching a nerve.

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Kroger is a Value Investment in Retail

The risks Kroger is taking are great, but those risks are far smaller than the gamble Jeff Bezos took on robots. Amazon proves the fulfillment center and robot strategy works.

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Will Artificial Intelligence and Robots Pay Off for Walmart?

“The focus will be on learning from the technology and not implementing changes to operations in haste,” Walmart writes of the IRL. Thus, Walmart is committing to AI for the long-haul.

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Kroger and the Future of Grocery

Kroger wants Ocado’s help because its revenues are shrinking. Specifically, Kroger reports revenues of $121.162 billion for 2018. That number is down from $122.662 billion in 2017.

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Is GrubHub a Threat to Kroger (KR)

GrubHub threatens Kroger (NYSE: KR) because of the size of its footprint and growth. For instance, GrubHub claims to serve over 1,700 American cities and 95,000 restaurants.

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