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4min chapter
TIP465: Value Investing in the Digital Age w/ Adam Seessel
We Study Billionaires - The Investor’s Podcast Network
Amazon Web Services
Amazon has two main segments. They have the cloud segment, amazon web services, and then they have everything else,. Most of which is e commerce related. If you just look at a annual report in 20 20 ust, when i really got conviction on amazon, their commerce margin was two%. That's what the gap. Financials wanted you to believe walmart's margin was six %. So if you believe that Amazons commerce margin was 2% than Walmarts' 6%. The best comparable there is eba, which has a similar tu sort of sitting there eno letting people transact goods.
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