Author Bio
I love looking at the story behind investments from an interdisciplinary point of view, with an equal appetite for high-growth disruptors and beaten-down value names.
With the economy starting to reopen, the stock of e-commerce giant
Amazon.com (NASDAQ:AMZN) is, dare I say, hated by investors.
While many think of Amazon as a huge pandemic winner, the stock is down below the levels first set last August nearly 10 months ago. And that s in spite of blockbuster earnings results in April. Clearly, investors are wary about Amazon s potential performance as people leave their homes.
Yet one of the most famous value investors in the world one who has been dead right on Amazon stock over the past decade just reloaded his long-term Amazon bet. Not only that, but he even leveraged that bet with call options.
Is It Too Late to Buy Quotient Technology (QUOT) Stock?
Miller Value Partners recently released its Q1 2021 Investor Letter, a copy of which you can download here. The Miller Opportunity Trust posted solid gains, with Class I up 16.67%, outperforming its benchmark, the S&P 500 Index which returned 6.17% in the same quarter. You should check out Miller Value Partners’ top 5 stock picks for investors to buy right now, which could be the biggest winners of this year.
In the Q1 2021 Investor Letter, the fund highlighted a few stocks and Quotient Technology Inc. (NYSE:QUOT) is one of them. Quotient Technology Inc. (NYSE:QUOT) is a coupon company. In the last three months, Quotient Technology Inc. (NYSE:QUOT) stock lost 16%. Here is what the fund said: