Hey Stoney! Do me a favor and put this post from last year in the GBA savant archives. Regarding Wally World. ~TIA vanzandt said: I said "it's not a guess"... here's why, and then I'm done. We'll let time decide. TOP #1 reason: They are masters of the supply chain. that in and upon itself is enough. Their deep pocketed buying power and unassailable moat sets the rules and calls the shots. Everyone else sucks up or dies. Top #2 reason: They are masters at preventing shrinkage. That's a big thing these days it would seem. Put it this way... The Bellagio in Vegas is an equal apples to apples comparison when it comes to crook-spotting tech. Top #3 reason: This goes back to #1 in a way.... But if Wally World doesn't have it... you'll never find it at DG or DLTR. Maybe a Walgreens or CVS can match this for their selected SKU's...but you'll pay way more. So why does it get its own ranking? Because the stores have focused on perfect, completely clean, wide open aisles and stocked shelves. Find that at a DG or DLTR and I'll kiss your ass. They look like a hurricane just went thru. Junk everywhere. Unpacked inventory clogging aisles, no one knows wear anything is, they're a wreck. Because why?..... beats me... apparently they can't get employees? Why? Whatever... we are evaluating companies here. That's their problem but it needs to be fixed. If anyone follows what I write here in other threads, you'll know I have addressed this and called out both of those stocks as being overpriced. The market has proven me correct. In a big way. Top #4 reason: These guys aren't lying around letting the future pass them by. Just like they always have, they remain on the cutting edge of forward thought and precision, smart deployment of capex on tech. They will lead the way, perhaps only rivaled by Amazon, in the deployment of robotics and AI to achieve greater efficiencies and at the same time... greater top=line revenues. Who listened to or read over their little 2 day conference they just had this week? Google it. You'll see. Top #5 reason They own the land underneath their stores. And in their BEST locations... they own the whole friggin block with dozens and dozens of rock solid tenants. There's a huge difference between being a bank that has lots of CRE on the loan side of its balance sheet (current mantra to worry about via the financial press)... and being a corporation that actually owns that land. PRIME commercial land. Let inflation rage... that land is a hedge. New tenants will come along if some go under. Top #6 reason Multi-channel b2c with a team of the best and brightest that wake up every day with one goal... how do we beat AMZN. striving everyday to match AMZN. Top #7 reason Price. Consumers are pinched and while Krogers etc are just as good... I go back to reason #1. Top reason #8 Sam's Club. Costco is good, maybe a little better, but WMT is not far behind. And again, their buying power clout across the lions share of products... dwarfs Costco Top reason #9 And maybe the top reason aside from #1, but it encompasses all the others... That CEO... he is sharp af.
What is Wally World?- There is a long 4 hr youtube vid on Stars Wars World Hotel<-- Vz can I pick your mind for a second? My microwave keeps tripping the breaker in the fuse box it has happened over the past month repeatedly and today twice it blew. So I called the building super up and he said the breaker was just a safety valve sort of thing and the problem was most likely coming from the microwave itself? Do you agree? It would be much cheaper to fix a breaker switch.. and when our central air con was in trouble in Ct we did switch out the fuse box breaker but we may of added a higher voltage ability.. Long story short this microwave is built into the kitchen above the stove, it's going to be a huge pain in the ass to rip out and replace..(6 years old) If the fuse box is not the problem,maybe change the outlet in the wall? Even though it's testing the right way they stuck a amp meter in.. ~signed royally confused. Oh wait I forgot the best part--> The microwave shorted out twice this morning and the guy came up and I said let me show you and I flicked the breaker switch to on and The microwave worked fine. So I rapidly hit 30 second, fine.1 minute and 2 minutes fine. it was working! After not working... So its spontaneous tripping circuit breakers/ but not always.. Changing the outlet where it plugs into the wall would be my cheapest option now...
Vz I have you forget me not Bio>>>>> ANVS <---- Buy. #18998 Jun 11, 2024 Remember me? We stepped off at $10 I think... It went higher to $15 At $10 it was up 100% but it kept going then it corrected. It was just $8.88 // those are lucky numbers.. Keep an eye on this one not sure what got it going today. They had earn sort of but its spec bio -0.44c/// Annovis Bio rises 14.0% » 12:01 ANVS I am worried about a secondary. ///////
I really cannot believe how stupid some market watchers are.. this recession talk. That weird indicator the Solm theory? Psalm theory? What of the Hindenberg omen? Recession? really. I said this when we plunged I just don't feel it. Retail has been in a death spiral and today WMT simply said they don't see a recession and everyone is pro retail suddenly. How can they be this stupid?
ELF e.l.f. Beauty, Inc.- hit $156 //TY stoney! $154.63 +9.20(+6.33%)12:15 PM 08/15/24 NYSE |$USD |Realtime