WMT: earnings miss; CEO surprised; stock plunges. Well, sort of.
Buffett watch:
- exits Wells Fargo; ending decade-long bet;
- "Big Short" Michael Burry bets against Apple; takes opposite view of Buffett;
So, who you gonna go with? a bank, Buffett, or Burry? Link here.
Amazon moat, link here. Only reason I'm posting this is someone suggested Costco's logistics is better Amazon's. Two completely different stories. Comparing an apple to an orange.
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Global Energy
No way out, link here:
Russian production, link here:
SPR release, update:
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EV Watch
Ford sells more Rivian stock, link here:
Shocked, link here.
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