A brief overview of this investment case.
There aren't many analysts who would consider this to be a high-level overview. 😂
Thanks very much for taking the time to create a perfect blend of reasoning & insight with the numbers that matter!
Hello, thanks for the article. Do you any see any risks of Temu eating Amazon’s lunch? Products are similar or even same but 30-40% cheaper in Temu.
Why would any one buy the Company for 4% EBIT yield in 3 years based on assuming past trends would continue when you can get 5% on Tresury investments?
New Amazon Position
There aren't many analysts who would consider this to be a high-level overview. 😂
Thanks very much for taking the time to create a perfect blend of reasoning & insight with the numbers that matter!
Hello, thanks for the article. Do you any see any risks of Temu eating Amazon’s lunch? Products are similar or even same but 30-40% cheaper in Temu.
Why would any one buy the Company for 4% EBIT yield in 3 years based on assuming past trends would continue when you can get 5% on Tresury investments?