Category Archives: AMZN

QUICK BLURBS [AAL, AMZN, GOOG, OAK, PSA]

(2,596 words) [AMZN] Per this PYMNTs article, Amazon Pay, which represents yet another instance of Amazon broadening and then tightening its grip on the e-commerce ecosystem, seems to be gaining rapid adoption.  Amazon Pay – like PayPal, Masterpass, and Visa Checkout – is a button placed on an e-retailer’s checkout page that enables quick and secure […]
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[AMZN, GOOG] TRILLION DOLLAR BABY

(5,227 words) One reason I prefer writing off-the-cuff blog posts to crafting hygienic investment memos, letters, and slide decks (as I’ve done for most of my career) is that readers more naturally think of the former as experimental content, to be revised as new information is got and existing suppositions reanalyzed, which makes it easier […]
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