AMZN
☁️ Amazon invests heavily (‘tons of money’) in Amazon Web Services (AWS) and Artificial Intelligence (AI), potentially spending the most on AI among its peers.
🚚 The company possesses an unparalleled logistics network, considered impossible for competitors to replicate, creating a significant competitive advantage.
📉 Despite a significant price drop from $242 to $177, the underlying investment thesis remains strong due to its massive spending and strategic assets; currently trading around 28 times earnings.
@bernardodegarcia:
“Why has Amazon dropped from a maximum of $242 to $177? Can anyone explain? Does Amazon no longer spend? Amazon, excuse me, now I get emotional, invests tons of money in AWS, also huge amounts in AI. Right now, I don’t remember the spending… I think it’s the one spending the most on AI, although it might not seem like it. In logistics, who has the logistics? Who has this entire Amazon logistics chain? Nobody has it. Impossible to replicate. We see it in a thousand examples. Seeing Amazon trading at 28 times. Well, 28 times is still okay, right?”
Watch the exact part of the video where @bernardodegarcia talks about Amazon here:
Watch the video on YouTube
Read more articles analyzing Amazon (AMZN) at the provided link. AMZN stock.
