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E-Commerce Sell-off
Right now the total market capitalization for $MELI, $SE, $CPNG, $SHOP, $ETSY and $GLBE is about $135 billion.

These are the dominant forces in their respective geographies and niches.

Furthermore, depending on the valuation you'd like to give to $AMZN's AWS segment, its e-commerce operations look very cheap now (if not damn near free).

Now compare this $135B and whatever Amazon's e-commerce operations are worth with global retail e-commerce figures expected to reach $7 trillion by 2025.

This is an apples to oranges comparison, and many other companies are involved -- but this difference feels too large not to at least acknowledge.

One year ago, Sea was worth $180 billion alone.

Now, this whole group is $135 billion.

The risk/reward has become fascinating across these stocks -- Amazon included.

And all of this comes with no mention of each company's optionality -- most of which are still relatively nascent.

Call me a sucker for roughed-up growth stocks, but I will gladly keep adding.
Of these seven stocks, how many will be multibaggers by 2030?
12%0
39%1-2
39%3-4
9%5+

41 VotesPoll ended on: 5/14/2022

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