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Thomas Chua
$20.5M
Followers
@steadycompound
12/07/2021
Terry Smith on why he changed his mind about Amazon:
-Focus on ROC as opposed to margins
-Better appreciation of their retail biz
-Growth in 3P transactions
-Prime increase stickiness
-Ad revenue growth
-AWS generating MSFT and ZM like margins
Podcast interview here:
https://podcasts.google.com/feed/aHR0cHM6Ly9yc3MuYWNhc3QuY29tL2ludmVzdG9yc2Nocm9uaWNsZQ/episode/ZjhhMmVkYTEtZGI5NS00NGEzLTk1MWEtNTQ0MjRjZjZlMTMw?ep=14
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Thomas Chua
$20.5M
Followers
@steadycompound
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