bullish
Amazon 3Q21: 4Q’s $9 Billion Consumer Shock Absorber
Aaron has highlighted this Insight as a Top Pick
105 Views01 Nov 2021 19:19
Supply constraints. Wage inflation. People shopping in stores. Fixed cost develeraging. Amazon's retail business will lose $13B in 2H21. 2022 should see big operating leverage. Top 2022 long idea.
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Discussions
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