Topic

AMZN

A collection of 15 issues

Amazon Update (amended)

Disclosure: I own shares and January 2025 call options of Amazon (Note: In addition to this piece, I encourage you to read this update here) First of all, thank you for the feedback and inputs on yesterday’s update on Amazon. One such interaction led me today to re-write some

Amazon Update

Disclosure: I own shares and January 2025 call options of Amazon (Note: there are some material changes that I made after receiving feedback which I published here. I encourage you to read the amended post to understand the full context) In the first earnings press release following the pandemic, Jeff

Amazon 4Q'22 Earnings Update

Subscribe Disclosure: I own shares, and Jan 2025 call options of Amazon ..it's important to remember that over the last few years, we took a fulfillment center footprint that we've built over 25 years and doubled it in just a couple of years. And then we,

Amazon 3Q'22 Earnings Update

Subscribe Disclosure: I own shares of Amazon When faced with an uncertain economy or some kind of discontinuous event, customers tend to double down on companies that they believe have the best customer experience and that take care of them the best As Bezos said, long-term shareholders and customers interests

Amazon 2Q'22 Earnings Update

Disclosure: I own shares of Amazon Amazon may be the first and the last ~$1.5 Tn market cap company to report negative Trailing Twelve Months (TTM) FCF (-$23.5 Bn to be exact). It is quite incredible how Amazon management gained credibility and earned trust to ride through