Amazon's Antitrust Paradox

Re:Amazon's Antitrust Paradox by caminante on Friday February 03, 2017 @11:44PM (#13565680)

Since 2/1/13 (Slate), AMZN's up 205%. 205% in 4 years to almost this day!!!!!

His thesis that AMZN's an investor funded charity has been blown up via the gains accrued by investors. Despite being wrong, I admire his analysis as insightful and true to value investing principles.

In the '15 article, he changed his thesis to account for AWS' unexpected rise and earnings contributions and said his thesis fails if AMZN doesn't run out of profitable investment ops. I submit that's the key change. Despite being overall bearish, that's walking it back quite a bit.

FWIW, since 12/9/15 (Vox), AMZN's up 26%.

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Re:Amazon's Antitrust Paradox by aptwebapps on Saturday February 04, 2017 @03:59AM (#13566309)

I was going by memory and your '15 link, so I could well be mistaken. I remembered the general tenor as "What's up with this?" rather than "It will never work."

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