Tag Archives: AMZN

[AMZN – Amazon, GOOG – Alphabet] Trillion Dollar Baby

(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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Quick Blurbs [WisdomTree, Ally, Hanesbrands, Anthem, Wabash]

[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 inflow in […]
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