Tag: Wal-Mart

The Widening of Amazon’s Moat

The Widening of Amazon’s Moat

I recently wrote an investor note on some thoughts I have on customer value, and why I think it’s important when analyzing businesses. I thought I’d share that letter here: Saber Capital Investor Note: “Most Important Moat” (6/13/2017) In the note, […]

Wal-Mart Ups Bet On Ecommerce With Bonobos Buy

Wal-Mart Ups Bet On Ecommerce With Bonobos Buy

Wal-Mart (NYSE: WMT) has agreed to acquire online men’s clothing retailer Bonobos for $310 million in cash, the next step in Walmart’s ongoing plan to build out its ecommerce efforts through acquisition. The deal follows the company’s purchases earlier this […]

Wal-Mart Retools E-Commerce

Wal-Mart Retools E-Commerce

Richard was recently quoted in a BloombergBusinessWeek story on Wal-mart’s re-positioned e-commerce strategy and the new leadership for these online efforts, headed up by Jet.com’s Marc Lore. He’d like to extend Jet’s sensibility and business model to Walmart.com, the second-biggest […]