Jeff Bezos' Letter to Amazon.com Inc's Share Owners - Did It Hint on the Bid for Flipkart in India?
Jeff Bezos' views and values shared in Amazon’s annual letter to shareholders is as avidly discussed in tech circles as Warren Buffet’s letter in...
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Wal-Mart CEO Feedback – a Change of Strategy in Asia
We participated in a conf. call with the CEO of Wal-Mart International this week who gave some insight into Wal-Mart’s evolving M&A strategy in...
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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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AMZN Gets Challenged...As COGS Rise...And Service Quality Hits Plateau
Amazon has got bigger problems than Trump or his dislike of the Washington Post, or questions surrounding third-party provider tax...
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The Week that Was in ASEAN@Smartkarma - Cheap Real Estate, Internet Retailing, and Binary Returns
This week's offering in ASEAN@Smartkarma includes the usual eclectic mix bottom up and top down and thematic insights from across South East Asia....
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