Will Walmart Overcome Amazon?
The ecommerce growth is impressive but it is not cheap. The latest earnings report; that from April 30, 2017, indicates Walmart paid for the ecommerce growth with its net income.
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Market Mad House
In individuals, insanity is rare; but in groups, parties, nations and epochs, it is the rule. Friedrich Nietzsche
Walmart is generating a lot of cash
What can we learn from Walmart’s Financial Numbers?
All this shows us that Walmart is still a pretty good value investment but it does not answer the question: why did Buffett sell. My guess is that Buffett’s move was based on instinct – but his instincts are often right.
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