Which looks better right now, Amazon or Walmart?
One is an obscenely valued albeit fast growing technology giant that specializes in retail. The other is a slow-growing albeit appropriately valued retailer attempting to specialize in technology, via the Jet.com acquisition and other initiatives.
One is buying a brick and mortar supermarket chain (Whole Foods) and spending prodigiously to beef up its logistics capabilities. The other is already a logistics ninja and has all the bricks and all the mortar any consumer-facing company could possibly need.
One has a CEO that also owns the Washington Post and is on the verge of becoming public enemy number one of the President of the United States. The other has an executive team based in the heart of Trump Country, Arkansas and largely keeps its head down to avoid conflict with the government.
It’s worth pointing out that Walmart is on the verge of a breakout for the first time in a long time and is starting to get some recognition for the technology efforts it’s making. Amazon, already a massive winner in so many ways, is beginning to look more like an incumbent and less like a disruptor – despite its culture of being willing to slay sacred cows and disrupt itself.
Oh, and one pays a dividend 😉