Sunday

Amazon | Baidu | Chipotle | Fossil | Google | Caterpillar - 2 Year Chart Comparison

Post a Comment August 14, 2011 – 7:06 am |   | Permalink |  Print This Post |

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Disclosure:

We are

Short: Amazon, Baidu, Chipotle, (took profits in Fossil)

Long: Google(paired with Amazon short), Caterpillar (Paired with Chipotle)

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We believe food prices will continue to go up (good for Caterpillar, bad for restaurant chains as margins get squeezed). Google remains the #1 search engine online, Amazon is still the #1 retailer online but increasing number of competitors.