Skip to content
Fundamentalis
Fundamentalis
Insightful market commentary from a fresh perspective.
  • Home
  • About Brian
  • Trinity Asset Management

Category: Amazon

Walmart Earnings Preview: Tariff Impact Fading, Still Looking for Margin Gains Ahead

November 18, 2025 Brian Gilmartin Leave a comment

If the sell-side consensus estimate is met for Walmart’s fiscal Q3 ’26 (essentially calendar ’25 with a January ’26 quarter…

Continue Reading →

Posted in: Amazon, WMT

Amazon Earnings Preview: All about AWS Operating Margin, Amazon’s Revenue Flywheel, and $700 Billion Revenue Goal

October 26, 2025 Brian Gilmartin Leave a comment

There seems to be some nervousness and a little worry over Amazon as it prepares to report it’s Q3 ’25…

Continue Reading →

Posted in: Amazon, WMT

Amazon / Apple Earnings Previews: Amazon is a Little More Favored Here than Apple

October 30, 2024 Brian Gilmartin Leave a comment

When Amazon reports after their Q3 ’24 quarter after the closing bell on Thursday night, October 31, analyst consensus is…

Continue Reading →

Posted in: Amazon, Apple (AAPL), WMT

Updating Walmart, Merck and Nike Post-Earnings

September 3, 2024 Brian Gilmartin Leave a comment

Walmart (WMT) is a position that is gradually creeping up the “Top 10 Client Position” rankings, mostly from the increase…

Continue Reading →

Posted in: Amazon, MRK, WMT

Walmart Earnings Preview: E-Commerce and New Biz Ventures Could be More Lucrative Than Thought

August 11, 2024 Brian Gilmartin Leave a comment

The one thing about Walmart if you’ve followed them over the years (and this blog has modeled the financials since…

Continue Reading →

Posted in: Amazon, Consumer Staples, Costco (COST), WMT

Post navigation

Page 2 of 13
← Previous 1 2 3 … 13 Next →

Fundamentalis

  • JPMorgan, Citigroup, and Bank of America Earnings Previews: Eventually a Return to More Normal Growth
  • Market Breadth Perspective and Avoid Nike After the Guidedown
  • 10-year Treasury Note Greatly Oversold on Eve of September Nonfarm Payroll Report
  • Key Economic Data This Week and the Treasury 10-Year Yield Bias Still Higher
  • Nike Earnings Preview: The Only Bullish Aspect to Nike’s Stock is the Extreme Bearishness

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2026 Fundamentalis