Added to YB: 2026-04-13
Pitch date: 2026-04-09
AMZN [neutral]
Amazon.com, Inc.
+1.31%
current return
Author Info
No bio for this author
Company Info
Amazon.com, Inc. engages in the retail sale of consumer products, advertising, and subscriptions service through online and physical stores in North America and internationally.
Market Cap
$2.6T
Pitch Price
$235.29
Price Target
N/A
Dividend
N/A
EV/EBITDA
16.18
P/E
33.25
EV/Sales
3.65
Sector
Broadline Retail
Category
growth
Margin of Sanity | Portfolio Update 03/31 - Amazon.com, Inc.
AMZN (holding update): Prime member for years, no plans to stop. Mgmt philosophy strong. Underweighted as ad giant; least vulnerable to disruption vs US large-cap tech peers. AI spending tested conviction—shares issued, debt taken on—but hard to quantify ROI. Viewing as 'Big Tech Berkshire' for tech exposure. Holding 8.8% weight despite fuzzy thesis.
Read full article (1 min)