Wal-Mart Archives - Page 4 of 5

daniel January 12, 2015 Cheap Groceries, COST, Costco, Dollar Tree, KR, Kroger, Mr. Market, Mr. Money Mustache, New Source of Electricity, Safeway, Save Money, SFM, Sprouts, Sprouts Farmers Market, Thrift, Value Investing, Venmo, Wal-Mart, Walmart, Whole Foods Market, WMT

Why Sprouts Needs to Grow and Grow Fast

The only way Sprouts would be able to compete with Kroger, Costco and Wal-Mart in deep discounting is to match their wholesale buying power and distribution networks.

Long Ideas

daniel December 31, 2014January 24, 2016 AAPL, Apple Pay, Apple Stock, Bank of America, COST, Costco, CVS Health, Digital Wallet, Disruptive Technology, Dollar General, Value Investing, Wal-Mart

Where Is Apple Pay Actually Accepted?

Finding a store that takes Apple Pay may only be half the battle because a lot of banks don’t support the app yet. To make matters worse, banks appear to be very selective about which of their accounts support Apple Pay and which don’t. Some banks allow it for credit and debit cards, while others do not.

Long Ideas

daniel December 27, 2014February 17, 2016 AMZN, Apple Pay, Consumer society is dead., Costco, CVS Health, Disruptive Technology, Kroger, Long live post-consumer society, NFLX, PayPal, Post Consumer Age, Value Investing, Venmo, Wal-Mart, Warren Buffett, WMT

Are We Entering a Post-Consumer Society?

So what will post-consumer society be defined by? My guess is it will be defined by a lot of choices, and a few giant retailers that provide those choices. An example would be Amazon.com.

Politics

daniel December 26, 2014June 8, 2020 Amazon, AMZN, Benjamin Graham, Berkshire Hathaway, Capital in the 21st Century, COST, Costco, Disruptive Technology, Dollar General, Dollar Tree, Elizabeth Warren, Family Dollar, FDO, Income Inequality, Karl Marx, Thomas Piketty, Venmo, Visa, Wal-Mart

What is the Cause of Income Inequality?

You see the problem here. Technology is most likely to take the jobs of those members of the working and lower middle classes that make the most. It also takes the jobs that provide them with some upward mobility. This

Good Stocks

daniel December 20, 2014February 17, 2016 Alco, Apple Pay, Bank of America, Benjamin Graham, Berkshire Hathaway, COST, Costco, Dollar General, Family Dollar, FDO, Google, Mr. Market, Mr. Money Mustache, Small Box Meltdown, WAG, Wal-Mart, Warren Buffett, WMT

Low Gas Prices Good and Bad for Dollar Stores

The oil industry may have just handed discount and dollar stores a huge Christmas gift. Gasoline prices in parts of Missouri are now below $2 according to Springfield News-Leader.

My Thoughts

daniel December 5, 2014December 5, 2014 AAPL, ABX, American Express, Apple Pay, Apple Stock, Bank of America, Berkshire Hathaway, Green Dot, Mr. Market, Mr. Money Mustache, New Source of Electricity, Obamacare, PayPal, Plug Power, Prosper, Square, Wal-Mart, walgreen, Warren Buffett, XOOM

Are Digital Wallets a Threat to Banks?

The threat to banks is best shown by PayPal’s growth rate. PayPal’s mobile payment volume increased by 72% between the third quarters of 2013 and 2014, growing to $12 billion. Mobile payments now make up 20% of PayPal’s payments. Venmo, a mobile payment App offered by PayPal subsidiary Braintree, saw its payment volume grow by 50% between the third quarters of 2013 and 2014.

You Missed It

daniel December 4, 2014April 6, 2016 AAPL, American Express, Apple Pay, Berkshire Hathaway, Big Retail, COST, Costco, Diesel Fuel, ExxonMobil, Gasoline, KR, Kroger, Natural Gas, New Source of Electricity, PayPal, Plug Power, Target, TSLA, Value Investing, Visa, WAG, Wal-Mart, Warren Buffett, XOM

How Lower Gasoline Prices Could Affect Big Retail

Energy is not the only industry that would be disrupted by falling oil and gas prices. The effect of cheaper gasoline on big retail could be just as profound and wide ranging.

The Death Spiral

daniel December 4, 2014March 6, 2016 AAPL, Apple, COST, Costco, OD, Office Depot, Retail Apocalypse, Retailers Closing, Sams Club, Staples, STPLS, Target, TGT, The Death Spiral, Value Investing, Wal-Mart, Warren Buffett, WMT, Women Investing

Staples Struggles to Survive

Staples reported online sales of $10.4 billion in 2013, making it a very profitable online retailer. Unfortunately, it is a very profitable online retailer that is saddled with a very unprofitable chain of brick and mortar stores.

Long Ideas

daniel November 30, 2014December 8, 2016 AAPL, American Express, Apple Pay, Apple Stock, Bank of America, Benjamin Graham, Berkshire Hathaway, GOOG, Kroger, Mr. Market, Value Investing, Venmo, Visa, WAG, Wal-Mart, Warren Buffett

Is PayPal’s Venmo the Bank Killer App?

In a recent Bloomberg interview, Ready makes Venmo and Braintree sound like a sort of Google for financial transactions. That is an open sourced platform through which a wide variety of transactions are made. The difference is that Braintree’s transactions are financial.

Market Insanity

daniel November 26, 2014November 26, 2014 COST, Costco, CVS Health, DG, DLTR, Dollar General, Dollar Tree, Family Dollar Stores, FDO, Target, Target Canada, Value Investing, Value Walk, WAG, Wal-Mart, Walgreens, Warren Buffett, WMT

More Dollar Store Insanity

Dollar General is doing well right now, but the geniuses at its headquarters have figured out how to wreck the company: spend a fortune acquiring a failing rival for no reason. Worse, that acquisition would require them to essentially gut a successful existing business for dubious gains.