As of late 2025, Alibaba Group Holding Limited (NYSE: BABA) finds itself at a critical crossroads between its legacy as the undisputed king of Chinese e-commerce and its future as a global AI powerhouse. The year has been defined by a "back-to-basics" approach under a revamped leadership team, seeking to navigate a sluggish Chinese consumer [...]
As the calendar turns to January 1, 2026, investors in Amazon.com Inc. (NASDAQ: AMZN) are looking back at a year that can best be described as a "profitable disappointment." Despite reporting record-breaking net income and achieving historic operating margins, Amazon’s stock performance in 2025 significantly trailed the broader
As the 2025 holiday shopping season draws to a close, Etsy, Inc. (NASDAQ:ETSY) finds itself at a pivotal crossroads, balancing a modest stock recovery against a backdrop of stagnant buyer growth and a looming leadership transition. While the company managed to weather the year with a roughly 6% year-to-date
A contrarian allocation into China’s largest housing platform highlights where disciplined capital is looking for durability, cash flow, and optionality in an out-of-favor market.
As the final shopping days of the 2025 holiday season wind down, the American retail landscape is defined by a stark divergence between the "haves" and the "have-nots." Despite a cooling labor market and persistent, though moderating, inflation, total holiday spending is on track to surpass the historic $1 trillion
New York, NY – December 17, 2025 – The Dow Jones Industrial Average (DJIA) has concluded December 2025 with a notable ascent, marking a period of robust performance that has seen the index reach new all-time record highs. This upward momentum, however, unfolds against a complex and often contradictory economic landscape, characterized
PDD Holdings presents a strong value investment case, trading at low earnings multiples while maintaining excellent profitability and a debt-free financial position.
