Tesco

Why Amazon Will Not Kill This Business

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.

Bad News at Tesco Could Be Good News for Investors

Bad News at Tesco Could Be Good News for Investors

Although Tesco’s business is doing worse today than it was even six months ago, things are not as bad as you’d infer from the stock price or from reading the financial press.

Time to Buy Former Retailing Darling Tesco

Time to Buy Former Retailing Darling Tesco

I’ve been solving the puzzle of Tesco since Warren Buffett bought a stake in the grocer a few years back. The pieces I gathered piqued my interest.