![]() ![]() In truth, all of these offerings can make Amazon a difficult business to analyze in terms of a potential investment, so my approach is this - assume that the smaller parts of the business are potential future opportunities, but focus on the core offerings that have been successful. The company has one of the broadest offerings out there, and has a presence in a multitude of different industries, including video game streaming, music, wallets & payments, smart speakers, and many, many more. ![]() The company is best known for its ecommerce marketplace and logistics network, and in particular the Amazon Prime subscription which gives members access to next-day (or even same-day) delivery, access to the Prime Video streaming service, and other benefits depending on your region.īut Amazon is so much more than just its marketplace in fact, the below graphic quite accurately states that Amazon is at war with everyone. ![]() Business OverviewĪmazon is a global player in, well, a lot of different things. After researching it further, I believe that AWS should be the cornerstone of any investment thesis in Amazon right now: it is industry-leading, boasts impressive margins, is the fastest growing segment of Amazon, and, oh, the new CEO started up the AWS division back in 2006.Īll this points to AWS becoming the main story for Amazon investors over the upcoming decade, and I think it's pretty clear why. ( NASDAQ: AMZN) from the sidelines, but I couldn't help but dig more into its AWS division. ![]()
0 Comments
Leave a Reply. |
Details
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |