amazon

We spend a lot of time thinking about the relationship between growth and value at Bailador. Here are some high-level numbers from two well-known companies that have...

Fund managers and CEOs around the world have been adjusting their estimates and guidance in the wake of the recent volatility. As defensive stocks have come back to...

Paypal founder Peter Thiel predicted in his 2014 Wall Street Journal essay ‘Competition is for losers’ that Silicon Valley would become the centre of the global...

Apple made history on 2 August 2018, becoming the first company ever to reach one trillion US dollars in market value. Five weeks later Amazon followed, crossing the...

As volatility has picked up in recent months, many investors who thought they were protected in a down-market have quickly discovered otherwise. Asset consultants have...

For decades, traditional wisdom held that value investing is the only way to outperform, and with good reason. Until the GFC, value had outperformed growth in all but...

Everyone shops on the Internet these days, don’t they? That’s why Armageddon looms for retailers and therefore investors in retail property. If you’re looking for a...

By definition, the largest companies by market cap are the most valued by investors in absolute terms. Over the past decade the composition of the world's most...

There has been no bigger retail story over the last 12 months than Amazon’s entry into the Australian market. This time last year we gave our initial view (Amazon Not...

When Warren Buffett first started buying businesses with ‘moats’ in the 80s, such as Coca Cola, his disciples thought he was crazy. More than 30 years later, buying...

The best run businesses think long term. While it’s easy for management to roll out a few platitudes each quarter, talk is talk. The acid test is whether management...

US based Global retail giant Walmart will buy a controlling stake of 77% in India’s largest e-commerce company Flipkart for US$16 billion, valuing the company at US$21...

The assumption that Amazon would sweep away all retailers that stand before it resulted in many US retailers being sold down. This hysteria created some interesting...

The FAANG stocks (Facebook, Amazon, Apple, Netflix and Google/Alphabet) led the market up and participated in the recent correction. Their latest profit reports are an...

Little on the face of it, but from an investment perspective quite a lot. They are both second-order beneficiaries of someone else’s investment boom. The jeans...

Strava is an app that styles itself as “the social network for those that strive”. Runners, cyclists and others use the app to track, share and compare their exertions...