immagine del profilo
Where do you see Best Buy's competitiveness? (Burggraben) The pure numbers look really good đź‘Ť Was not interested so far and must now probably dare a closer look. Me comes with electronics directly Amazon as a strong competitor in mind, especially I can also imagine that the whole moving up generation, more and more towards online ordering goes... if you already get an overview online... the whole even better, with 360 degree views + deliveries & guarantees on the same day.
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Strong competitors in my opinion are Walmart $WMT, Target $TGT, and Costco $COST 1. Amazon is more e-commerce, cloud computing and artificial intelligence. ROIC already provides the answer to Burgraben. 2. High ROIC implies competitive advantage and good management [1] http://www.differencebetween.net/technology/internet/difference-between-amazon-and-best-buy/ [2] https://www.deltavalue.de/roic-return-on-invested-capital/
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immagine del profilo
@Value_Investor

Yes, I also look first at the margins and ROIC/ROA. In the meantime, you have seen enough companies that you can perhaps even compare them at first glance, off the top of your head.
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immagine del profilo
@Gerit solid company
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