April 28, 2012
Amazon (AMZN) reported extremely strong earnings last week aided by improving margins.  I believe that Amazon has one of the widest moats of any business, as infrastructure investments over the last 15 years, have built a distribution model that cannot be emulated.  Amazon is one of the all time category killers impacting retailers of all...
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Wallace Weitz of Weitz funds makes some excellent points in this letter.  He discusses some individual positions and has some excellent historical insight on the markets.  Enjoy: INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.
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Procter & Gamble (PG) reported disappointing earnings last week and cut its earnings forecast to $3.88.  PG is struggling in terms of their pricing as competition is stealing market share by being lower in price.  This in turn has PG on the defensive having to lower prices which obviously has a negative impact on margins....
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