Investing in The .Com Giants

Guest article written for AllAboutAlpha.com – the official publication of the  Chartered Alternative Investment Analyst (CAIA) Association originally posted at: http://allaboutalpha.com/blog/2012/01/05/alpha-hunters-generating-alpha-from-com-giants/ The internet has changed the face of commerce.  JP Morgan’s 2011 Internet Sector Outlook conservatively predicts a CAGR (compound annual growth rate) for global eCommerce of 19.4% from 2010-2013 (from around $572 billion to over $970 billion).  To put that in context, DataMonitor’s Global Retail Industry Guide showed that between 2005-2009, global retail showed…

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