Threadneedle Strategies reposted this
Founder, Threadneedle | TV Commentator | Board Director | Former CEO PureStar, Partner & Investment Committee Cornell Capital, Goldman Sachs
In Jan 2022, I published “A Tech Stock By Any Other Name Is … #Walmart”. To highlight the behemoth’s underreported ad play, I wrote “lurking inside the company is Walmart Connect, a data-mining service spotting trends among its own customers” (link below). WMT has been my consistent stable-with-significant-upside pick ever since. Fascinated to see the company double down on executing against its Connect potential with the Vizio deal and suspect it’s just the biggest move so far in what will be many to monetize its vast data sets.