I heard this gem earlier in the week: “We need to be hyper-collaborative rather than hyper-competitive” …
THE MARKET MAKER’S WIT – 8/29/2017
WIT - “What I Think” I think that life is short. No, actually, I know that life is short, as I’m certain that I was 17 just a few days ago. The “less young” I’ve become, the more …
Walmart and Google meet Netflix???.
Earlier in the week we had Google (GOOGL) and Walmart (WMT) getting together to begin a partnership that could rival Amazon (AMZN) , someday. Amazon, of course, closes on their …
Why the Google-Walmart Collaboration Matters
Reference: https://mobile.nytimes.com/2017/08/23/technology/google-walmart-e-commerce-partnership.amp.html https://privatewealthpa.com/2017/08/14/why-is-amazon-so-dominant/ …
Corporate Words Wednesday – 8/23/17
”Resting and Vesting” Much has been made in the last few years about employee engagement. Companies want to know if their employees are truly committed to and challenged by their …
What Now for Netflix?
There was once a nationwide chain of video rental stores that dominated the industry so completely that they couldn’t see time passing them by. They couldn’t believe that someone …
Be Careful With The Buybacks
One of the more popular conversations lately has been that of companies buying back their own common stock and whether or not that is an indicator of future prosperity. When …
Shifting Sentiment Toward Amazon?
I’ve heard many times over the past few weeks that people are getting tired of dealing with the “boxes”. The “boxes” they speak of refer, of course, to their purchases from Amazon …
Direct to Consumer Impact on Dick’s (DKS)
The middleman’s days were numbered when the first ever purchase was completed on the Internet. As competitive pressures in retail continue to erode vendor margins, the direct to …
The Markets Hate Uncertainty….Huh?
It’s been a tag line since caveman times that “ The markets hate uncertainty”. It all goes back to behavioral finance but I think a better phrase would be “ People hate uncertainty …
THE MARKET MAKER’S WIT – 8/15/2017
WIT = What I Think “Victory doesn’t come from never losing. It’s comes from defeating everything that has ever defeated you. Defeat doubt. Defeat fear. Defeat struggle. Defeat …
Where To Go For Real News?
Once upon a time, I was at an investment seminar for clients that were interested in Dividend Growth strategies. I had a moment to speak to the portfolio manager that was …