AMZN (US)

This morning’s Shareholder Letter from Amazon’s (AMZN; $233.65; NR) CEO Andy Jassy, highlighted how the company continues to pursue multiple paths in pursuit of building out a full-fledged on-demand grocery delivery service, which we think…

We do not think it’s an “accident” that most electronics manufacturing services (EMS) stocks we follow are trading right around 52-week highs even in the face of what our checks suggest is heightened levels of…