China Trade War – More Shots Fired
David was on set when the news broke that the administration had suggested trade representatives explore another $100 Billion in tariffs against China
The United States of Amazon
It’s not often the President and Bernie Sanders are on the same page but both have suggested Amazon is too big. David weighs on the possibility of antitrust action.
Brands Struggle with Retailers
According to Buffet the battle between brands and retailers has been going on for decades. David agrees.
Can Walmart take on Amazon by partnering with Google?
David weighs in on what may be the deal of the year?
Amazon – The New Walmart
By David Nelson, CFA July 5th, 1994. Not exactly a date many would remember. Earlier that year Bill Clinton delivered his first state of the union address. Kurt Cobain, legendary singer of Nirvana commits suicide and O.J. Simpson is accused of a double murder. No, on July 5th deep in the confines of Seattle Washington […]
Amazon wants to rule the world
How can anyone compete. Jeff Bezos has convinced the investment community that they don’t need earnings as long as they can keep growing. An enormous advantage over just about any company on the planet with the ability to plow back earnings into R&D and CAPEX. David joins the Yahoo team to discuss Amazon’s move into […]
Amazon Cancels Student Loan Program
David says this was Jeff’s call. The backlash from consumer advocates forced Amazon to exit the program before it even had a chance to start.
4 Years Later Amazon is Back Inside Target
4 years after Target kicked Amazon products out of their stores they’re back in. During that time Amazon added 19 Million Prime subscribers. David discusses with the Yahoo panel.