Tag: amazon

Understanding Amazon’s Economic Moats

Understanding Amazon’s Economic Moats

Thesis This piece is about understanding the source, power, and reach of Amazon’s competitive advantage(s). My thesis is the following: Amazon’s durable and non-replicable advantage stems from the successful integration of its retail, technology, and logistics businesses; and this integration […]

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Scott Galloway: Amazon Will Be Broken Up

They’re catching up to Netflix with original content, producing more innovative hardware than Apple, and about to lead the biggest consumer sector in the world. Prediction: this company will hit a $1 trillion market cap by 2020. Australian Real Estate: […]