The market is shifting from “W

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The market is shifting from “Who beat expectations?” to “Who has genuinely improving fundamentals and sustainable cash flow?”

$Wal-Mart(WMT)$ is the clearest example: it could have kept the tariff refund and increased earnings, but instead chose to cut prices. That decision signals that consumer purchasing power is becoming a concern.

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@Shyon @koolgal @Barcode @SPACE ROCKET @icycrystal

# Alibaba Hit Twice — Down 8.6%, Then HK$80 Billion Drained. Are These the Same Story?

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floopi
·08-22 18:32
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Cutting prices here tells me they care more about customer stickiness than a one quarter EPS pop. The real test is whether that keeps free cash flow resilient
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- nomadic_m:
  Sounds like good entry point for $Wal-Mart(WMT)$
  08-24 18:04
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That decision signals that consumer purchasing power is becoming a concern.\nComment for coins\n<a href=\"https://ttm.financial/U/3581734406950755\"> @Shyon </a><a href=\"https://ttm.financial/U/3559581955535845\"> @koolgal </a><a href=\"https://ttm.financial/U/4171900329979952\"> @Barcode </a><a href=\"https://ttm.financial/U/4093561479903300\"> @SPACE ROCKET </a><a href=\"https://ttm.financial/U/4132300740238052\"> @icycrystal </a></body></html>","htmlText":"<html><head></head><body>The market is shifting from “Who beat expectations?” to “Who has genuinely improving fundamentals and sustainable cash flow?”\n\n<a href=\"https://ttm.financial/S/WMT\"> $Wal-Mart(WMT)$ </a>is the clearest example: it could have kept the tariff refund and increased earnings, but instead chose to cut prices. That decision signals that consumer purchasing power is becoming a concern.\nComment for coins\n<a href=\"https://ttm.financial/U/3581734406950755\"> @Shyon </a><a href=\"https://ttm.financial/U/3559581955535845\"> @koolgal </a><a href=\"https://ttm.financial/U/4171900329979952\"> @Barcode </a><a href=\"https://ttm.financial/U/4093561479903300\"> @SPACE ROCKET </a><a href=\"https://ttm.financial/U/4132300740238052\"> @icycrystal </a></body></html>","text":"The market is shifting from “Who beat expectations?” to “Who has genuinely improving fundamentals and sustainable cash flow?” $Wal-Mart(WMT)$ is the clearest example: it could have kept the tariff refund and increased earnings, but instead chose to cut prices. That decision signals that consumer purchasing power is becoming a concern. 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The real test is whether that keeps free cash flow resilient","text":"Cutting prices here tells me they care more about customer stickiness than a one quarter EPS pop. The real test is whether that keeps free cash flow resilient","html":"Cutting prices here tells me they care more about customer stickiness than a one quarter EPS pop. 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