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Latest from the Blog
Trump and his tariffs – November 2025
Trump enacted the International Emergency Economic Powers Act to apply sweeping tariffs onto many countries and industries. Its viability is currently being litigated by the supreme court with an expectation of a ruling by late this year or early next year. The judges seem to be leaning 6-3 in favor of dismantling the tariffs. If…
Salesforce Analysis – August 2025
Salesforce Inc provides customer relationship management (CRM) technology that connects companies and customers together worldwide. It has several products meant to increase sales, maximize performance and streamline operations all within hyper-connected cloud and extensive ecosystem. Salesforce offers Software as a Service (SaaS) used for both Business-to-Business (B2B) and Business-to-Consumer (B2C) and are used for sales…
Amazon/Couche-tard/Aritzia Analysis – August 2025
Amazon Inc (AMZN( has three operating segments: North American retail, International retail and its cloud platform Amazon Web Services. It dropped 8% on its Q2 earnings despite a massive upside EPS surprise. Uncertainty over Chinese tariffs lowered forward guidance. Amazon’s online marketplace relies heavily on Chinese-manufactured goods. A few weeks ago, there was real doubt…
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Devlin Demontigny 