Is Trump Right About Amazon? A Deep-Dive into the US and Japanese Postal Service Deals
The postal service spat between President Trump and Amazon is sad – so sad.Ahead of 1Q results on Thursday, Amazon shares are down c10% over the...
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Alibaba (BABA) – Kicking Competitors Out of Cloud Computing with a Stable Negative Margin
Alibaba intentionally keeps the operating margin of cloud computing at -22~23%. The Company has a market share of 48%, but they want more. Cloud...
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Bapcor's Network Expansion Running at Full Throttle
Demand for auto parts to remain strong, while Bapcor's moat protects it from online threats.While the market appears to be caught up with the fear...
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Friday Musings: Is Jio Mobilising to Disrupt Direct-To-Home Services Next?
With a number of reports on Jio's (Reliance Industries Ltd (RIL IN) ) tentative entry into the TV content distribution sector, we decided to look...
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What's Wrong With Blue Apron? A Diagnosis & Prescription for a Return to Financial Health
I admit I am often quite critical of some of the companies I write about here on Smartkarma.com. Not surprisingly, a few readers occasionally ask,...
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