Amazon.com, Inc.
AMZN
position
long
Chris Begg
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
Without specific price performance data or a defined time horizon for the investment thesis, it's difficult to assess whether the investment in Amazon has been successful or not. The lack of information on how the stock has performed since the pitch leaves the outcome uncertain.
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