Jon Markman is editor of the independent investment newsletter The Daily Advantage.
Recent Articles By The Author
Amazon's Private Label Efforts Show Why Its Stock Is a Buy
With the addition of skin care last week, Amazon now has 138 private labels competing against its partners. It might only be the beginning of its category domination.
Levi Strauss Goes Public: Get Ready to Try Some Shares on for Size
Every company today is either a technology business or the victim of one. Levi Strauss is no victim.
Boeing's Troubles Are Creating a Rare Opportunity for Automation Play PTC
Automation software stocks have been grounded along with Boeing's 737, creating a good buying opportunity.
Nvidia Is Worth Buying Again After Its Stunning Acquisition of Mellanox
The chipmaker and AI pioneer has bought a network equipment maker that will take data centers to the next level of high-speed intelligence.
TransDigm Poised for Supersonic Growth in New Age of Killer Drones
TransDigm managers behave more like investment bankers than engineers, looking to acquire businesses that will spin off private equity-type returns to investors.