Category Archives: [AMZN] Amazon

[AMZN – Amazon] Explanations Matter

 “Theories are nets cast to catch what we call ‘the world’: to rationalize, to explain, and to master it.” The Logic of Scientific Discovery, Karl Popper I wrote about AMZN on the scuttleblurb blog earlier this year (I get deeper into the weeds in that post.  Check it out).  Mounting saccharine coverage on Google, Amazon, […]

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Quick Blurbs [American Airlines, Amazon, Alphabet, Oaktree, Public Storage]

(2,596 words) [AMZN – Amazon] 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 […]

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[AMZN – Amazon, GOOG – Alphabet] 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 existings claims reanalyzed, which makes it easier to […]

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