AMZN

Subscribe Disclosure: I own shares, and Jan 2025 call options of Amazon ..it's important to remember that over the last few years, we took a fulfillment center footprint that we've built over 25 years and doubled it in just a couple of years. And then we, at the same time,

Subscribe Disclosure: I own shares of Amazon When faced with an uncertain economy or some kind of discontinuous event, customers tend to double down on companies that they believe have the best customer experience and that take care of them the best As Bezos said, long-term shareholders and customers interests

Disclosure: I own shares of Amazon Amazon may be the first and the last ~$1.5 Tn market cap company to report negative Trailing Twelve Months (TTM) FCF (-$23.5 Bn to be exact). It is quite incredible how Amazon management gained credibility and earned trust to ride through