Leandro's avatar
$133.6m follower assets
Amazon's long-term opportunities and the importance of retails
I wrote an article on some of $AMZN's long-term opportunities (AWS, Ads, Prime...) and why retail is important for the company despite its apparently poor unit economics.

Hope you enjoy it.
Invested Thought's avatar
Great article! Thanks for sharing. Love the graphic and how easily you explain the intricacies and interdependencies of Amazon's different businesses
Leandro's avatar
@investedthought Thank you for your comment! :)
Benjamin Tan's avatar
Great article - big fan of $AMZN. Did you read the book Amazon Unbound by Brad Stone? Pretty insightful. I did a SOTP and came up with min $200. Curious what OCF margins you have in mind, after all the overheads are rationalized and absorbed in say 3 years?