No. of Recommendations: 5
I'm sure many here will have a keen interest in Sloans opinion.
" Walmart: Why It's The Poster Boy Warning For The Market's Lost Decade To Come
May 14, 2025 7:45 AM ETWalmart Inc. (WMT) Stock, WMT:CA StockAMZN, AMZN:CA, WMT:CA, WMT10 Comments
Jim Sloan
Summary
Walmart is a strong, steady-growing company with a robust internet presence, making it well-prepared for shifts in consumer behavior.
The company’s resilience suggests that a significant decline would require a major collapse in the consumer economy or drastic changes in consumer purchasing methods.
Walmart’s problem as an investment is that WMT stock is wildly overpriced and would require at least a 40-50% decline to be close to reasonable in price.
Walmart was similarly overpriced in 2000, and even after the initial Dot-com crash, its stock made no progress for 10 years.
A chart of Walmart from 1998 to 2012 looks very much like what a future "lost decade" might look like for the whole market."
https://seekingalpha.com/article/4786475-walmart-w... 