AMZN Archives - Market Mad House

Market Mad House

In individuals, insanity is rare; but in groups, parties, nations and epochs, it is the rule. Friedrich Nietzsche

daniel July 1, 2016 Amazon (NASDAQ: AMZN), AMZN, Campbell Soup (NYSE: CPB), Changing Consumer Behavior is Dooming Traditional Brands, Colgate-Palmolive (NYSE: CL), Costco, Costco Wholesale (NASDAQ: COST), Data Shows Traditional Brands are Doomed, General Mills (NYSE: GM), Kroger (NYSE: KR), Proctor & Gamble (NYSE: PG), Retail Consolidation is Killing Traditional Consumer Brands, Retail Consolidation is Killing Traditional Retail Brands, Traditional Brands are Doomed, Walmart Stores Inc. (NYSE: WMT)

Retail Consolidation is Killing Traditional Consumer Brands

The future for traditional consumer brands looks pretty dismal. Expect to see major consolidation in the consumer products industry in the near future, as companies like Kellogg have a difficult time maintaining market share.

daniel February 4, 2016 Amazon Cash, Amazon Earnings, Amazon Expansion, Amazon Fourth Quarter, Amazon Growth, Amazon Profits, Amazon Revenue, AMZN, Is Amazon Making Money?

Amazon Is Growing Like a Weed

My take is that Amazon will keep growing like a weed for the next few years, but its growth will never justify its over-inflated stock price. That makes Amazon a really great company I like to do business with but a very lousy investment.

Good Stocks Uncategorized

daniel February 3, 2016February 3, 2016 Amazon PayPal, AMZN, EBAY, PayPal Amazon, PayPal Holdings (NASDAQ: PYPL), PayPal Is a Value Investment, PayPal Is Making Money, PayPal Is Now a Major Payment Processing Company, PayPal on Amazon, PYPL

Does PayPal Need Amazon?

Contrary to popular belief, PayPal Holdings (NASDAQ: PYPL) does not need to be an Amazon (NASAQ: AMZN) payment option to

Long Ideas Stocks

daniel February 2, 2016February 2, 2016 Amazon Effect, Amazon vs. eBay, Amazon.com Inc. (NASDAQ: AMZN), AMZN, eBay earnings, eBay Fourth Quarter, eBay Inc. (NASDAQ: EBAY), eBay Lost a Lot of Cash with PayPal, eBay Revenue, eBay’s Biggest Problem, Is eBay Making Money?, PayPal Holdings Inc. (NASDAQ: PYPL)

Can eBay survive without PayPal?

It looks as if eBay Inc. (NASDAQ: EBAY) might not be able to survive without its cash cow, PayPal Holdings Inc.

Crazy Stocks Stocks

daniel October 28, 2015February 17, 2016 Amazon, Amazon vs. Best Buy, Amazon vs. Target, Amazon vs. Walmart, AMZN, BBY, Berkshire Hathaway, brick-and-mortar retailers are even more desperate than we thought, COST, Costco, Free Shipping Deals, Free Shipping Wars, How Free Shipping Could Hurt Best Buy and Target, Retail Apocalypse, Retail Apocalypse Gets Worse, Target and Best Buy Could Get Desperate, Target and Best Buy Could Get Desperate with Free Shipping Deals, TGT, Value Investing, Why Target and Best Buy Cannot Compete with Amazon, Why Walmart Could Be Able to Compete with Amazon, WMT

Target and Best Buy Could Get Desperate with Free Shipping Deals

The 2016 holidays and the free shipping offers may prove whether Target and Best Buy are going to be major players in the world of online retail or not. One just hopes that management teams are not betting the company on such offers. If they are, the death spiral could be closer than we think, especially for Target.

Good Stocks Stocks

daniel October 26, 2015March 5, 2016 AAPL, American Express could be a nice bargain stock, American Express Having Trouble Keeping Up, American Express is a very good company with a questionable future., American Express is still a great value investment., American Express is still a money machine, American Express is still a really good stock, American Express still has a lot of cash., Amex is still a really good long-term investment, AMZN, Apple Pay, Apple Stock, AXP, COST, Costco, How Apple Pay Could Save American Express, Is American Express Really a Dying Brand?, Uncle Warren is still right about American Express, Value Investing, Venmo, Warren Buffett, Why American Express could be a Great Value Investment

Is American Express Really a Dying Brand?

That means American Express could be a nice bargain stock at some point next year. It also means that Amex is still a really good long-term investment, even if it is no longer America’s favorite credit card.

Crazy Stocks Stocks

daniel September 10, 2015March 6, 2016 $3.452 billion in cash from financing, 14 billion in cash and short-term investments, Amazon, Amazon also lost -$6.634 billion in cash from financing., Amazon also reported a net income of -$188, Amazon does not pay a dividend, Amazon Is Flush with Cash, Amazon is generating a staggering amount of cash., AMZN, Berkshire Hathaway, GOOG, In June 2014 Amazon had $7.986 billion in the bank, Is Amazon Really Worth $524 a Share?, Mr. Market, so its cash and short-term investments nearly doubled in a year., Warren Buffett, Why Amazon Might Never Become the New Walmart, Why Jeff Bezos Wants Amazon to Become Walmart

Is Amazon Really Worth $524 a Share?

The only way that this situation could be avoided would be if Amazon’s revenue were to grow as large as Walmart’s. The problem with that is that Walmart reported a TTM revenue of $485.62 billion on July 31, 2015, or nearly five times that of Amazon’s, making it the world’s largest retailer by far.

daniel September 9, 2015March 9, 2016 AAPL, Amazon, AMZN, Apple Pay, Apple Stock, Bank of America, Benjamin Graham, Berkshire Hathaway, Does Lending Club Actually Make Money?, GOOG, Kroger, LC, lending club, Lending Club CEO, Lending Club vs. PayPal vs. Google vs. Apple, Mr. Market, Mr. Money Mustache, On Deck, PayPal, Prosper, Renaud Laplanche, Value Investing, Venmo, Warren Buffett, Why Lending Club Is an Acquisition Target

Does Lending Club Actually Make Money?

Therefore Lending Club looks like a successful company but not a value investment. Its platform is achieving a lot of growth, but it is not making money the way PayPal is. This indicates that its business model could be flawed or at least seriously limited, so you should stay away from it for now

daniel August 20, 2015February 21, 2016 Amazon, AMZN, Charley Munger, COST, Costco, Dollar General, Is Persil available anywhere besides Walmart?, KR, Kroger, Mr. Money Mustache, Value Investing, walgreen, Warren Buffett, Where can I buy Persil ProClean, WMT

Persil ProClean on Sale at U.S. Supermarket

It looks as if Persil ProClean is getting rolled out in the U.S., but it is being rolled out in spurts. One has to wonder when this product will hit Kroger (NYSE: KR) and Target (NYSE: TGT).

daniel July 21, 2015March 28, 2016 Amazon, AMZN, Benjamin Graham, Berkshire Hathaway, Disruptive Technology, Does GoDaddy Have Float?, Dollar General, GDDY, Go Daddy Go, How Does Go Daddy Make Money?, Is Go Daddy a Value Investment?, Value Investing, Warren Buffett

GoDaddy: Where Float Does Not Generate Income

Time might prove that GoDaddy could be that very elusive animal, a true value investment in technology. Value investors should definitely keep an eye on this stock and pay very close attention when its earnings report for June.

← Previous