Post on Amazon finally out
Would love to hear criticism/feedback if anyone has. Did an SOTP, talked about the money pit that is fuel and the revenue mix shift:
Amazon: revenue mix shift; fulfillment losses; sum of parts valuation (w segment commentary)
First, take a moment to enjoy the most beautiful chart in business history: What’s even wilder than how gorgeous this chart is, is the fact that the mix-shift of revenue is changing in a highly posit...