“Theories are nets cast to catch what we call ‘the world’: to rationalize, to explain, and to master it.” The Logic of Scientific Discovery, Karl Popper I wrote about AMZN on the scuttleblurb blog earlier this year (I get deeper into the weeds in that post. Check it out). Mounting saccharine coverage on Google, Amazon, […]
Tag Archives: AMZN
(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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(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 existings claims reanalyzed, which makes it easier to […]
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(1,641 words) [WETF] After a killer few years from 2012-2015 on the success of its currency hedged Japanese (DXJ) and European equity funds (HEDJ), the stock lost 2/3s of its value from peak (Aug. 2015) to trough (early Nov. 2016) on heavy fund outflows before rallying 40% after the Trump election. WETF experienced a huge […]
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(1,366 words) 10/27/2016: GOOG (Earnings Call) [Google’s enterprise cloud revenues are buried somewhere in the “Google other revenue” line item (along with Chromecast, Google Play, and licensing revenue) which as of 3q16 was $2.4bn….so, enterprise cloud ARR somewhere greater than $0, but certainly well under $8bn.] Otherwise, not a whole lot to say…. They announced […]
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8/9/2016: DIS (Earnings Call) Since Pixar acquisition in 2006, released 29 films under Pixar, Marvel, Lucasfilm and Disney Animation banners w/ avg global box of $800mn. DIS has 4/5 top domestic releases so far in cy16. Focus is on MVPD multichannel bc that’s where the co. is monetizing the most. Long-term question is how much […]
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