We believe Shopify is a cash flow negative, share-minting business facing severe competition operating in the cyclical industry and having highly questionable revenue streams, all the while priced to an unattainable scenario of high margin market domination and perfect execution
... Read more »Posts Categorized: White Papers/ Thought Pieces
Responsible Investing Rapidly Becoming Critical to Institutional Investors, According to New Aon Survey Oct4
According to Aon’s survey of nearly 230 investment professionals globally, 85 percent report responsible investing is at least somewhat important to their organization, up from 68 percent in its 2018 survey. This growth occurred across all geographic regions and institutional investor types, which include corporate pensions, public pensions, endowments and foundations, and defined contribution plans
... Read more »White Paper: Macy’s – A Grossly Underestimated Omnichannel Turnaround Story Sep25
What are the prospects for omnichannel multi-brand retail? Given current negative sentiment for the retail industry, can a seamless customer shopping experience incorporating bricks-and-mortar, online and mobile be aligned with a competitive undervalued business
... Read more »Does Apple Know Payments? Aug28
There have been dozens of articles written how iPhone sales have plateaued, as well as how Apple has lost market share in the important smartphone industry
... Read more »What’s the Deal with WeWork? Aug23
WeWork’s parent company, The We Company filed its Form S-1 on 8/14th in preparation for its highly anticipated IPO, which could take place as early as next month. There are so many red flags surrounding this company (beginning with the dumbest name ever) that I scarcely know where to start. How about with the financials
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