Leandro's avatar
$134m 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.
https://seekingalpha.com/article/4558760-buy-amazon-stock-with-a-margin-of-safety
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You Can Now Buy Amazon's Stock With A Margin Of Safety (NASDAQ:AMZN) | Seeking Alpha
Amazon's stock is down more than 47% from its high. Read why the current bear market is a big factor in the drop.
Investor's Perspective'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
@gallagher_ip 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?

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