Sep 9, 2014

Deep Dive into Amazon

Nice piece by the Business Insider - an in depth look an Amazon's situation and strategy. I do not subscribe to the skepticism in this article at all. If you make more online sales than the next dozen competitors combined, your position should be good enough. Plus, there's one key sentence hidden in this text: Amazon could make money. It just chooses not to. Because the "war" is not over, it has just begun. If I had a pile of cash on the bank, I would buy their stock. And except for Alibaba, I don't see competitors who could really threaten their e-commerce position.