TMT: Inc and more

In today’s briefing:

  • Amazon 2Q20: Goliath Is Still….Cheap?

Amazon 2Q20: Goliath Is Still….Cheap?

By Aaron Gabin

We  have been longtime Inc (AMZN US) bulls who remain long and think the outsized growth and profitability shown in 2Q20 is just the beginning…we think there is 30% upside from here.

Obex’s fundamental research process is focused on secular change in the TMT and Consumer sectors. We seek to differentiate between fundamental business analysis and security analysis. Before deciding if a security’s pricing and positioning merit a long or short position, we analyze the four pillars of business fundamentals (Secular Factors, TAM, Competitive Advantage, Business Model) in order to determine if this is a “good” or “not so good” opportunity.

Before it’s here, it’s on Smartkarma