Professional
Added to YB: 2024-06-25
Pitch date: 2024-03-09
AMZN [bullish]
Amazon.com, Inc.
+29.76%
current return
Author Info
Concentrated Compounding finds secularly growing companies and holding them for the long-term Sign up for the newsletter.
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
$2.4T
Pitch Price
$174.31
Price Target
N/A
Dividend
N/A
EV/EBITDA
15.96
P/E
31.96
EV/Sales
3.59
Sector
Broadline Retail
Category
growth
Concentrated Compounding Portfolio Holding: Amazon.com, Inc.
AMZN: Retail costs better aligned with demand, boosting profits. AWS growth bottomed, reacceleration expected. Both segments outperformed market fears, driving 81% YTD stock gain. Improved retail profitability and AWS growth outlook key catalysts for continued upside.
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