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#Amazon

Roku, Next Big Tech Flop Or Opportunity?
Ayelet Wolf 1/18/2018 11:36:31 AM

Why is #Roku any better than #Google's Chromecast or #Amazon Fire TV Stick? I've never used Roku but the I have the other two. The Fire TV Stick was far superior in my opinion, with it's dedicated voice remote. Especially if you are deeply integrated into the Amazon Echo system.

But more recently Google seems to be winning out by having it's technology already integrated into far more TV sets. Why do you think Roku will win out in the end?

$ROKU $AMZN $GOOG

What Makes Amazon, Apple, Facebook and Google So Special
Barry Hochhauser 1/16/2018 2:29:29 PM

There is something magical about #Apple, #Amazon, #Facebook and #Google. Did the author provide any insight into any other companies? $AAPL $AMZN $FB $GOOGL

What Makes Amazon, Apple, Facebook and Google So Special
Ayelet Wolf 1/16/2018 12:58:13 PM

Sounds like an interesting read. But it doesn't sound like it answers the deeper questions. For example, I agree that #Apple creates a form of lust in it's loyal customers, to, as you said, "driving them to pay irrational prices when there are essentially identical products available from competitors at far lower prices." But HOW has Apple achieved this? Yes, #Amazon has built itself up from an upstart book seller, to essentially being able to provide for every aspect of our lives. but HOW did they manage to achieve this? Every other book seller is now either still just selling books, or out of business all together. $AAPL $AMZN $FB $GOOGL

Amazon "Basics" Well Beyond the Basics: World Domination?
Ayelet Wolf 12/20/2017 10:02:45 PM

Interesting article Mish Shedlock. But why does it matter? Virtually every store from pharmacies to supermarkets sell their own brand of discounted, comparable products.

And I wonder... how many Amazon Basic products does #Amazon sell as a percentage of it's total product offering? I suspect Amazon offers a far smaller percentage than their brick and mortar counterparts. $AMZN

The Case for Shorting Apple
Craig Newman 10/17/2017 9:55:28 PM

I'd say most people own one tablet and one phone. Maybe families with kids have more tablets for their children to play with, but I'd bet they are cheaper tablets like #Amazon Kindle Fires orones geared towards kids like the LeapPad. But tablets don't need to be upgraded as frequently and don't break as often. Phones are always on us and take a lot of abuse, get lost etc. And they tout many more new features with every generation.

By contrast, I can't tell much of a difference between the latest iPads and my older one. Sure they are fractionally faster, thinner and lighter. But barely noticeable. I see no need to upgrade. But regardless of the reason. tablet sales are down.

Amazon's Stealth Play For Alexa - The Car
Doug Morris 10/9/2017 9:36:05 PM

I own numerous #Amazon #Alexa products, but I was bowled over by the sheer number of additional new Alexa products they rolled out last week! $AMZN

Netflix’s Price Increase Signals Original Content Isn’t Enough
Frank Underwood 10/9/2017 7:39:26 PM

I think #Netflix is the clear leader in the streaming space and even the major competitors like the #Amazon powerhouse with it's edge in compatible hardware or extra benefits (like Prime shipping) or companies like #Sony with it's vast libraries of videos can't compete.

Netflix has the largest offering, the most critically acclaimed original content, the best tech and the most loyal fanbase. While the companies financials could be better, the fact that they've been able to take it's first mover advantage and persevere despite the intense competition shouldn't be so quickly dismissed.

Unlike most products they can continue to raise prices and I and many others would continue to pay. $NFLX $AMZN $SNE

Are Grocery Chains About To Join The Retail-Bankruptcy Bloodbath?
Angry Old Lady 9/5/2017 7:02:02 PM

Ouch, Carol. And I thought I was an angry lady. I too don't live near a #WholeFoods, but as a result, I'm not going to generalize and claim that all their customers are the same (and dumb to boot). But even if true, if anyone can make diamonds out of coal, it's #Amazon. $AMZN $WFM

Wal-Mart Just Isn't A Growth Company Any More
Angry Old Lady 7/17/2017 7:56:48 PM

While I know #Walmart ($WMT) and #Amazon ($AMZN) treat its suppliers and employees poorly, I also know that means greater savings for me, so I'm okay with it. No one is forced to sell to, or work for, these companies. And no one is forced to shop there. I see no issues all around.

Wal-Mart Just Isn't A Growth Company Any More
Bill Johnson 7/17/2017 7:36:04 PM

#Walmart is horrible to both its suppliers and its employees. But are #Amazon and other companies really that much better? With the exception of a standout like Wegmans, any company that wields that much clout is going to use it. $WMT $AMZN

Ross: The Bargain Store Becomes A Bargain
Barry Hochhauser 7/12/2017 11:16:12 PM

I've written off retail stores convinced that they simply can't compete with the size, reach and initiative for innovative ideas that #Amazon has. But you've painted a good case as to why #RossStores are worth a closer look. $AMZN $ROST

Blue Apron ($APRN) Post-IPO Buy The Dip Or Run Far Far Away?
Ayelet Wolf 7/11/2017 12:43:55 AM

I suspect #Amazon's acquisition of #WholeFoods will be serious competition for #BlueApron. $AMZN $WFM $APRN

Winner & Losers from Amazon’s Proposed Purchase of Whole Foods
Craig Newman 6/23/2017 8:49:59 PM

Shopping at #Walmart is a miserable experience. #Amazon excels at customer service. If they increase efficency at #WholeFoods, they can likely do less with more, while still keeping customer service a priority. $WMT, $AMZN $WFM

Amazon's Acquisitions Create Adverse Reactions
Angry Old Lady 6/23/2017 8:26:52 PM

"Grocery logistics is far different than what #Amazon understands or has experienced proficiency with." = Hitting the nail on the head. $AMZN $WFM

Amazon's Acquisitions Create Adverse Reactions
Carol Klein 6/23/2017 2:03:58 PM

#Walmart acquired #Jet to compete with #Amazon. Now Amazon wants to acquire #WholeFoods to compete with Walmart. I don't think Walmart's acquisition did a think for them. Hopefully Amazon's will work out better for them $WMT $AMZN $WFM

Winner & Losers from Amazon’s Proposed Purchase of Whole Foods
Danny Straus 6/20/2017 6:44:19 PM

Personally, I hope this acquisition is the end of #Walmart. Shopping there is a dreadful experience and they don't deserve to stay in business. Yes, prices are cheap but there is zero customer service, horrible wait times, etc. #Amazon could radically change all that doing what they do best. $WMT $AMZN

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