The Coin

“Only 1 company on earth can buy grocery chain, be rumored to buy enterprise software company & in both cases be lauded for strategic vision.” That’s how LinkedIn CEO, Jeff Weiner, summed up Amazon’s recent acquisition of Whole Foods. And few could have put it better. It is this brand of strategic vision that has propelled Amazon past the valuations its brick and mortar rivals command, despite their huge lead which spans several decades in some cases. Arguably, it is what recently powered Amazon’s stock price past the $1,000 mark. And it’s this very brand of strategic vision that looks set to take Amazon past the $1 trillion market cap milestone by 2020. Read the whole post on Seeking Alpha .

Snap Inc's early days as a publicly listed company have been a mixed bag. If stock returns are the barometer of success, you'd have to say Snap's IPO has arguably been a success. The stock trades at just over $20.2 a share, implying a near 19% return for investors who bought into the IPO. Annualized, these returns look even better, given that Snap debuted on the NYSE just about three months ago, in early March. For most investors, these are returns you can't complain about. However, for those who bought shares of the company at levels closer to $30 a piece, the experience hasn't been as pleasant, with buyers at the peak now down by over 31%. And as things stand, the narrative doesn't look great for the company, even after such a big correction. To be fair, a big part of the correction took place prior to Snap's disappointing earnings release, and you could put that down to profit booking. However, poor quarterly results have played their part as well,...

There has been a lot of talk about Amazon’s ad-business lately, and for good reason. For Amazon, which can do with some margin expansion, the digital advertising space represents a big opportunity. According to estimates, Amazon’s advertising business raked in $1.2 billion in revenue last year. While the number seems rather small compared to Amazon’s way bigger e-commerce and AWS segments, this segment is growing at a fast clip. Morgan Stanley’s Brian Nowak expects Amazon’s ad-revenue to grow to $7 billion by 2020. However, the opportunity could be even bigger. Exactly how big? Read the whole post on Yahoo Finance .

The RBI's announcement on July 31st 2012 following its Quarterly Monetary Policy Review (Q1 - FY 13) saw the SLR requirements for banks cut from 24% to 23% of NDTL (Net Demand and Time Liabilities). While the announcement has on one hand signalled liquidity relief/enhancement for the banking system and the economy thereby, the move has come in for a fair amount of criticism on financial news channels and websites alike. So, has the RBI missed a trick? In the week preceding the 9th of July 2012, the liquidity deficit (banks’ borrowing from the RBI) in the system (LAF) had come down significantly from a high of Rs 90,000 crores to around Rs 10,000 crores owing to a host of reasons. The significant ones being: Banks had drawn about Rs. 25,000 Crores by availing the export credit refinance option after the RBI enhanced the limit of the export credit refinance facility for banks from 15% to 50%, a move that was expected to provide an additional liquidity of about Rs. 30,000 crores (...