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Molson_Hart's profile
Molson Hart
Molson Hart
Molson Hart
@Molson_Hart

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Molson Hart

@Molson_Hart

CEO at http://amazon.com/viahart . CEO at http://edisonlf.com . I tweet about business, e-commerce, supply chain, health, law, & infrastructure

Austin, TX
Joined July 2015

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    1. David Orr‏ @orrdavid 3 Nov 2019
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      $AMZN is ~50% of e-commerce sales. They'll sell about $280b of stuff in 2019. Total e-commerce is $550b. Total retail sales (incl e-commerce) will be about $5.5t in 2019. So e-commerce is just 10% of the pie right now.pic.twitter.com/SOyf3UCOFI

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    2. David Orr‏ @orrdavid 3 Nov 2019
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      The trend over time:pic.twitter.com/G4J9e7xEOn

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    3. David Orr‏ @orrdavid 3 Nov 2019
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      This paints an overly optimistic picture for brick and mortar stores, though. Retail sales includes stuff like salons, restaurants, cars and others that don't get sold in stores.https://www.thebalance.com/what-is-retail-sales-3305722 …

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    4. David Orr‏ @orrdavid 3 Nov 2019
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      If the trend doesn't suddenly stop it's hard to see how most retailers like $BBBY stay in business. There will be some bifurcation for better retailers, but will it be enough for something like $TGT? Why do they trade at 17pe with flat op income for 5 years and this threat?

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    5. David Orr‏ @orrdavid 3 Nov 2019
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      Feels strange saying it since it seems like such a great biz to me, but $WMT results have been even worse than $TGT yet shares are almost double the 2015 lows. And implied vol is just 20% on the long dated puts. What'd happen if op income started dropping steadily?

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      Molson Hart‏ @Molson_Hart 22 Nov 2019
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      Replying to @orrdavid

      BBB is done. Grocery is what is keeping Walmart, target, etc afloat imho A Walmart/target without grocery is a shitty department store, but with it is somewhat practical and convenient.

      5:24 AM - 22 Nov 2019
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