Pages
(Move to ...)
Blog
About Avondale
Managed Accounts
Investor Letter Archive
▼
Showing posts with label
AMZN
.
Show all posts
Showing posts with label
AMZN
.
Show all posts
Wednesday, January 30, 2013
Earnings Call Notes 1.30.13
›
Below are quotes from an assortment of recent earnings calls--snippets of information that I find relevant (typically on a macro/industry l...
Friday, October 26, 2012
How Many Words Does it Take to Describe a Business?
›
After AMZN's report last night and surprisingly positive stock reaction, I decided to turn to the annual report for some perspective. ...
Tuesday, October 23, 2012
Two More Charts For the Growth Graveyard
›
With NFLX, OPEN, and GMCR already cut down, two stocks loathed by value investors: CMG and MNST are finally ready to be added to the list of...
Tuesday, September 25, 2012
Amazon vs. Target
›
I've written a few times about what I think about Amazon's market potential , but the growth that is priced into the stock never cea...
›
Home
View web version