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Amazon Stock Looks Expensive in 2026: Why I’m Not Buying AMZN Yet
Amazon $300+ yes, probably. But not just yet. In my previous article I’ve explained why I think Amazon is expensive right now. I argued that at around $233, Amazon was being priced for a future that still required a meaningful amount of faith. As of April 12, 2026, I think that basic concern still holds.…
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Why I Think Amazon Is Expensive Right Now
Let me be clear from the start: I’m not saying Amazon is a broken company. What I am saying is much simpler, and much more relevant for investors: at around $233, Amazon looks expensive to me given the amount of uncertainty still ahead. That is my core thesis. A lot of investors seem comfortable paying that…
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Nike’s Fall: It’s Not Just Paying for Perfection. It’s Forgetting What Made You Great
Most people explain Nike’s fall as a valuation story. And yes, that is part of it. The market stopped paying for perfection. Investors had priced Nike as if growth, margins, execution, and brand strength would all stay close to flawless. Reality showed something else: slower growth, pressure in China, margin compression, channel mistakes, and a…