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A decade ago, amazon and a best by was becoming a show room for amazons shoppers. Last year, five suppliers were more than 56 % of this company's total sales. The services business at this any that bulls are pounding the table on is just 5% of revenue. This has been a fantastic investment over the last ten years but i think a lot of the things that i was worried about actually have come true. You've got the risks the bear case for the company, whenever you're readyl as jim point out, this is a stock that i have been precisely wrong about.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode