Amazon.com, Inc.
Thesis
We added Amazon to the portfolio this year, and it was one of those investments that we were fighting our own biases versus understanding the propensity and the potentiality of the outcome that was staring us in the face.
Did it work?
inconclusive
confidence: low
The pitch is a generic long thesis on Amazon citing its 'potentiality' but provides no stated catalysts, price target, or investment horizon, and no price performance or elapsed time is available. With no return data and no specific thesis events to verify, there is no basis to judge whether the thesis played out. The outcome remains undetermined.