Sat.Dec 31, 2016 - Fri.Jan 06, 2017

article thumbnail

Looking For The Next Amazon

The Irrelevant Investor

Amazon is the sixth largest company in the S&P 500 by market cap. Incredibly, they wear this crown despite having earned less than 121 different companies over the previous twelve months. It's no secret that Amazon is an expensive stock. Even if Bezos were to capture 100% of the total retail revenue, its price-to-earnings ratio would still be 63!

article thumbnail

Global Leaders Investment Letter - Q4 2016

Brown Advisory

Global Leaders Investment Letter - Q4 2016 ajackson Sat, 12/31/2016 - 09:50 Global Leaders Strategy Investment Letter - Q4 2016 This letter discusses Donald Trump’s victory in the U.S. presidential election and the ensuing market upswing. They also discuss their views on the market ‘rotation’ of stocks with perceived value qualities outperforming those with growth qualities.

article thumbnail

Global Leaders Investment Letter - Q4 2016

Brown Advisory

Global Leaders Investment Letter - Q4 2016. ajackson. Sat, 12/31/2016 - 09:50. Global Leaders Strategy Investment Letter - Q4 2016. This letter discusses Donald Trump’s victory in the U.S. presidential election and the ensuing market upswing. They also discuss their views on the market ‘rotation’ of stocks with perceived value qualities outperforming those with growth qualities. . .