Amazon
McKesson: Amazon Will Not Throw This Drug Railroad Off The Tracks
Amazon.com has announced an online pharmacy offering. How big of a punch could this be to drug distributors McKesson, Cardinal Health and AmerisourceBergen?
Is Value Investing Dead?
According to many market commentators, value investing doesn’t work the way it used to, and some tout statistics that growth has outperformed value over the last decade. Is value investing dead?
Investors Have Misdiagnosed Amazon’s Push Into The Pharmacy Business
Companies are worried about Amazon's potential entry into the retail pharmaceutical industry. However, a slower changing older population, combined with the fact that Amazon's sales would only represent a small portion of total drug sales, suggests that it is unlikely to have a significant impact on the industry.
Welch vs Bezos – The Dangers of Investing in General Electric
A lot of times I won’t have an insight into a business because I don’t understand it or because it’s too complex. General Electric is a great example. As a value investor I should be all over this iconic stock, which is making a generational low.
Amazon Is Not a Threat to This Industry
Amazon's entrance into the US healthcare market caused stocks in the healthcare sector to drop, but upon further investigation it became evident that these concerns were overblown.
Why Amazon Will Not Kill This Business
Amazon grocery retail faces big hurdles: habits, perishables, and low margins. Tesco shows why this business isn’t so easy to disrupt.
It’s Not Just Amazon’s Fault
It’s not just Amazon. Retail industry challenges stem from phones, health care, fashion shifts, and too many stores chasing shrinking wallets.
Apple, Amazon, Tesla and the Changing Dynamics of the Car Industry
Writing is a very weird experience for me. Sometimes it feels almost like an act of divine intervention. Not because of the divinity of it, but because of the intervention part.
Not Buying Best Buy
Best Buy’s CEO Brian Dunn did a courageous and proper thing for shareholders by resigning. He was not the right person to lead Best Buy into battle against online-only competitors that use Best Buy’s spacious and beautiful stores as the showroom for their products.
IMS Health – Think Longer-term
IMS Health (RX) did not have a spectacular quarter to put it mildly. Revenue decline (on constant currency basis) accelerated to 4% from a 2% decline last quarter.
