2024-06-17 13:01:08 ET
Summary
- Amazon continues to command undisputed leadership positions in two of the most rapidly growing industries in the modern world: e-commerce and cloud infrastructure.
- I appreciate the management's holistic approach in building the company's AI powerhouse through massive in-house investments, expanding its partnership network, and investing in early-stage potential superstars.
- The rapidly expanding operating margin suggests the management's strength in effectively controlling costs.
- My valuation analysis suggests that the stock is extremely cheap with a 35% upside potential.
Investment thesis
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For further details see:
Amazon: Excellence Across All Business Lines