Amazon

Amazon vs. the Retailers

by Glenn Busch January 6, 2012
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I hate shopping. I just want to get what I want and get out of there. I don’t want to waste my time driving, parking, wandering the store, and then having to go to another store if I can’t find what I want. I love shopping on the internet. I’m always near a computer and if I need something with just a few clicks of the mouse it is on its way. The best part is usually the things I want are cheaper online. The shipping costs may change the cost structure but I’m glad to pay the shipping costs because it keeps me away from stores and frees up my time to do something else. I’m not the only one.

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Apple and Amazon Remain Top Two Holdings for Tiger Management

by Glenn Busch November 16, 2011
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Legendary hedge fund pioneer Julian Robertson closed his Tiger Fund in 2000 and focused on seeding up-and-coming hedge fund managers branded as Tiger Cubs. Recently, Mr. Robertson reopened the Tiger Fund to outside investors and we get to follow his portfolio moves again through 13F filings. An added bonus of looking at Tiger Management’s 13Fs is they act as a proxy for the best ideas of Julian’s Tiger Cubs due to Julian’s constant contact with them.

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