Amazon: Swimming In Catalysts


  • Previously, I have argued for a buy rating on, Inc. stock considering its improved free cash flow.
  • Here, I want to provide a broader view by analyzing the various catalysts afoot.
  • The top 3 in my mind are the regionalization of Amazon’s fulfillment centers, AWS, and its vast and sticky member base.
  • Besides growing EPS, these catalysts, especially the resonance among them, can augment Amazon’s competitive moat to a formidable extent.

Wealth and success concept of swimming in money


AMZN stock: buy rating reiterated despite near all-time-high prices

I last wrote on, Inc. (NASDAQ:AMZN) about little more than 3 months ago (see the screenshot below). As the title of the article (FCF

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