amazon

Introduction In 2012, Amazon Web Services (AWS) held its first cloud computing focused global customer and partner re:Invent conference in Las Vegas, drawing 5,000...

Growth investing is a new game with new rules and new players

What do you call a company that, when it surprises the market with very strong free cash flow, sees its stock crash 30 percent? Amazon! In its first-quarter earnings...

It's not often that you see a US$400 billion company lose two-thirds of its value in less than six months. But that’s what happened to the digital payments juggernaut,...

For investors, the danger of keeping all your eggs in one basket and the opportunity cost of ignoring offshore stocks are well documented. With that in mind, Livewire...

Many investors have poured over Warren Buffett’s letters to Berkshire Hathaway’s shareholders to glean insights from the investment legend. But another investment...

Some the world’s largest technology companies are under intense scrutiny for their immense market power, data privacy concerns, supply chain management and...

Cloud computing, which involves renting someone else’s computer power or using software on the internet, is one of the fastest-growing technologies in the world. It...

Founded in Paris in 1909, L’Oreal is the world’s largest beauty company. Don’t let its age fool you – L’Oreal is a force to be reckoned with in e-commerce, where it’s...

The WHEB investment strategy has evolved considerably over the past 15 years. But the core has always been quite simple. We invest in companies that provide solutions...

Across household garages you once found cordless tools from many different brands. That is changing, with the eye-catching green of Ryobi filling the room. In a world...

Reporting season is underway, so this week we'll be looking at which companies not only met their optimistic earnings targets but knocked them out of the park, as well...

As the world’s largest e-commerce platform (ex-China) and cloud infrastructure provider, Amazon has been a prime beneficiary of the COVID-19 pandemic, which triggered...

Retail is a business where competitive fade is the norm. They get tired, out of touch or lazy. The list of once great but now dead or struggling retailers is long. In...

Volatility is part and parcel of investing in markets. Why then do investors absolutely panic when volatility hits their winning play? In this video, Nick Griffin,...

Several trends in technology have accelerated as both corporations and consumers adapt to a new world in the wake of the COVID-19 pandemic. We discuss five trends that...

At this point, saying that e-commerce is a long-term trend with substantial scope for further consumer adoption feels like stating the blindingly obvious. However, the...

Robert Luciano of VGI Partners spotted the enormous growth potential of Amazon back in 2013 when it was trading at ~US$250. At the time, there were two trains of...

The year 2020 is one that will stand out in the history books, most notably for the COVID Pandemic but also the seismic shift in the geopolitical landscape. On the...

Overnight we saw the tech based NASDAQ rally +1.4% to fresh all-time highs with the cloud based stocks continuing to offer huge support to the group e.g. Amazon (AMZN...