Understanding the assumptions behind our $90 fair value estimate, high uncertainty, and poor stewardship ratings.
China's expanding middle class will give e-commerce a boost.
We assign the e-commerce firm a wide moat rating ahead of its IPO.
As consumers rapidly embrace online and mobile commerce, traditional retailers are scrambling to refine their strategies.
The consumer shift to e-commerce is becoming more pronounced, but retailers are fighting back.
In a fully valued market, a steady hand behind the wheel matters more than ever.
Partnering instead of competing with other merchants makes the firm an intriguing player.
The U.S. economy is in decent shape, but we are being even more selective given recent outperformance.
These great businesses are undervalued and run by CEOs that are looking out for the best interests of shareholders.