Category Archives: AMZN

CBG

[CBG] GOOD BIZ, EXPENSIVE ON NORMALIZED EARNINGS
May 23, 2017

(2,377 words) CBG is a fine company but to claim that it is reasonably cycle-resilient post-GWS acquisition is[...]

GNRC

[GNRC] VALUE COME, VALUE GO
May 23, 2017

(2,400 words) In between diaper changes and infant tantrums, I finally got around to looking[...]

PYPL

[PYPL] BUSINESS MODEL AND COMPETITION
May 10, 2017

(2,182 words) PayPal has moved far beyond its roots as an online auctions payment facilitator in the[...]

MA

QUICK BLURBS [ADNT, JLL, MA, MRC, SNI]
May 10, 2017

(2,218 words) [MA] In 2009, the Unique Identification Authority of India (UIDAI) launched an ambitious nationwide[...]

ESRX

[ESRX] POST-ANTM THOUGHTS
May 2, 2017

(2,410 words) [ESRX] After more than a year of acrimonious public squabbling, it appears ANTM will be[...]

AMZN, OAK, Quick Blurbs

QUICK BLURBS [AAL, AMZN, GOOG, OAK, PSA]

Posted on by scuttleblurb
(2,596 words) [AMZN] Per this PYMNTs article, Amazon Pay, which represents yet another instance of Amazon broadening and then tightening its grip on the e-commerce ecosystem, seems to be gaining rapid adoption.  Amazon Pay – like PayPal, Masterpass, and Visa Checkout – is a button placed on an e-retailer’s checkout page that enables quick and secure […]
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AMZN, GOOGL

[AMZN, GOOG] TRILLION DOLLAR BABY

Posted on by scuttleblurb
(5,227 words) One reason I prefer writing off-the-cuff blog posts to crafting hygienic investment memos, letters, and slide decks (as I’ve done for most of my career) is that readers more naturally think of the former as experimental content, to be revised as new information is got and existing suppositions reanalyzed, which makes it easier […]
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