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Leandro's avatar
Leandro
$137.7MFollowers
@invesquotesMay 5
Amazon is a complex business, but better to not overcomplicate the thesis
I wrote an article on $AMZN recent earnings, discussing the variables that really matter and how those are trending in the right direction

Hope you enjoy it!
Seeking Alpha
Amazon Stock: Don't Overcomplicate The Thesis (NASDAQ:AMZN)
Amazon reported Q1 earnings last week and AMZN stock saw significant volatility: from up 15% after hours to down 4% the next day. Read our take here.
Amazon Stock: Don't Overcomplicate The Thesis (NASDAQ:AMZN)
Wolf of Harcourt Street's avatar
Wolf of Harcourt Street
@wolfofharcourtMay 5
$SHOP divesting its logistics proves the competitive that $AMZN has. Rather than try to compete with it, it's getting out of the fight. This is significant imo
Leandro's avatar
Leandro
@invesquotesMay 9Author
@wolfofharcourt I agree, and it's never the best to depend on third-parties imho. Buy With Prime agreement with Shopify getting increasingly likely
Dave Ahern's avatar
Dave Ahern
@ifb_podcastMay 5
Great take, enjoyed the article as always. 😀
Leandro's avatar
Leandro
@invesquotesMay 9Author
@ifb_podcast Thank you!
Leandro's avatar
Leandro
$137.7MFollowers
@invesquotes
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