bullish

Amazon 2Q21: Pay Attention to AWS and Advertising

Aaron has highlighted this Insight as a Top Pick
203 Views03 Aug 2021 04:57
Retail decelerated ALOT. In the meantime, its higher margin AWS and Advertising businesses are ACCELERATING. We value these two businesses at ~2T….which is 30% ahead of the current market cap.
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Aaron Gabin
TMT & Consumer Independent Equity Research Analyst
Obex Capital Research
United StatesInformation Technology & Communication ServicesEquity Bottom-UpThematic (Sector/Industry)
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