AMZN
Amazon.com, Inc.
Every pitch and position made on this ticker, across every competition and newsletter issue in the archive.
- Times pitched
- 11
- Long / short
- 9 / 2
- Avg. return
- +33.2%
- Verdicts
- Worked 1 Failed 2 Inconclusive 8
Amazon was perceived as the most expensive stock in the portfolio, but it was actually the cheapest due to market mispricing of its margins. This highlights the potential for value in what may seem li
Amazon is also on the target list for investment, seen as a symbiotic loop with Microsoft. The company is recognized for its strong business model and potential for growth, particularly if valuations
Amazon is included in the Large Cap and Large Cap Concentrated Strategies due to its competitive advantages and growth potential.
Amazon is mentioned as a big outperformer in the market, indicating its strong position and growth potential within the tech sector.
We previously owned Amazon when it was priced in the $200s, believing it was undervalued compared to brick-and-mortar competitors, but sold too early as it rose to $600.
Amazon has a booming business model with a significant portion of its revenue coming from marketplace products sold by third parties, which allows for high gross profit margins. Additionally, their We
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 st
Amazon is positioned to dominate both e-commerce and the public cloud, with significant growth potential as global companies increasingly adopt AWS. The FAA's recent $100 million annual deal with Amaz
Amazon is expected to improve transparency and focus on profitability, particularly in its retail and AWS segments. The company’s shift in strategy to care about share price and the potential for AWS
Bill Ackman expresses a strong belief in being short Herbalife, suggesting that if the best arguments against it are not convincing, he would want to increase his short position. He highlights Amazon
The investor is bearish on Amazon, questioning its long-term business model as it faces increasing competition and a shift towards digital media. They highlight Amazon's high depreciation rates and si