Professional
Added to YB: 2026-04-27
Pitch date: 2026-03-31
AMZN [bullish]
Amazon.com, Inc.
+25.45%
current return
Author Info
No bio for this author
Company Info
Amazon.com, Inc. engages in the retail sale of consumer products, advertising, and subscriptions service through online and physical stores in North America and internationally.
Market Cap
$2.8T
Pitch Price
$210.44
Price Target
N/A
Dividend
N/A
EV/EBITDA
17.88
P/E
36.82
EV/Sales
4.04
Sector
Broadline Retail
Category
value
Conventum - Alluvium Global Fund New Position: Amazon.com, Inc.
AMZN (new position): Funded by trimming GOOG (trades at 43% premium to valuation vs AMZN's 17%). Admire 'Day 1' philosophy & flywheel effect. Leader in logistics, cloud, AI with diversified earnings vs GOOG. Maintained ~10% allocation to tech platforms, reducing concentration risk while capturing broader AI upside.
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