Amazon – what can go wrong?

When holding both WMT and TGT in portfolio I think it is quite important to have a look on Amazon as well, so let’s have a look. First of all some financial data, to put business in context. Market cap is around $400b, net cash around $20b. As it comes to...

Wal-Mart – finally above expectations!

It were a difficult weeks for many retailers. After Target published weak financial results yesterday share price of Wal-Mart was struggling at around $63 and everyone was expecting today’s results to be weak (or very weak). And then financial results come with +9%...