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Disclosure: I own shares of Amazon Amazon has another pretty decent quarter. Here are my highlights from today’s call. Subscribe Revenue Overall revenue grew by 10% (FX neutral). While Amazon’s 3P business usually grows faster than 1P, both 1P and 3P retail business grew at similar rate in

Disclosure: I own shares of Amazon Amazon, once a scrappy online bookseller, has long since shed its modest origins, revealing itself as something far more elemental: a relentless, ever-multiplying force of commerce and technology. Like an ancient hydra, each time it masters one domain, another head emerges: from e-commerce to

Disclosure: I own shares of Amazon I know Amazon stock went down by ~4% after-hours, but I actually liked the quarter. Here are my highlights from today’s call. Subscribe Revenue Amazon faced ~900 Mn FX headwind in 4Q’24 which was ~700 mn higher than assumed. For the third

Disclosure: I own Jan 2025 $55 call options of Amazon Now that all the big tech reported their quarters, we now have better context to how their quarters went. So, while I will mostly discuss Amazon's earnings in this update, I will briefly touch on some broader themes

Disclosure: I own Jan 2025 $55 call options of Amazon Now that Meta, Alphabet, Microsoft, and Amazon all reported their quarters, we now have better context to how their quarters went. So, while I will mostly discuss Amazon's earnings in this update, I will briefly touch on some

Disclosure: I own Amazon January 2025 $55 Call Options Last year, I posted a more detailed work on Amazon in which I provided more in-depth discussion on the structure of my Amazon model that I am going to discuss today. If you find it hard to follow the discussion below,