grocerybusiness
Dear fellow investors, Q4 2021 hedge fund letters, conferences and more We were watching CNBC recently and an analyst mentioned what practically nobody besides us has said. She called Amazon.com, Inc. (NASDAQ:AMZN)’s entry into the grocery business a “failed experiment.” Amazon has been very successful with its Prime subscription model in other areas. Why do experiments usually fail, even among companies which have made other experiments succeed? As the stock market grieves the mass destruction of capital in the early stages of the tech/growth bear market, let’s delve into this very important ...
ValueWalk
As Amazon prepares to buy MGM Studios and announced an effort to put pharmaceutical stores all over the U.S., we are reminded of one of my favorite comedy movies, Silent Movie. Mel Brooks produced this movie as the third in a trilogy of comedies including Blazing Saddles and Young Frankenstein. Q1 2021 hedge fund letters, conferences and more The film is produced in the manner of a 20th century silent film with intertitles instead of spoken dialogue; the soundtrack consists almost entirely of accompanying music and sound effects. It is an affectionate parody of slapstick comedies, including th...
ValueWalk
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