-
Posted by
Two Blokes Jun 17 -
Filed in
Stock
-
5 views
Amazon.com, Inc. remains a long-term winner with strong moats, high-quality revenue growth, and margin expansion potential, making it a "Twinkie" stock for patient investors. Short-term, I see potential for Amazon to retest its all-time highs, but the stock is not cheap and faces maturity-driven return compression. The business mix is improving, with high-margin segments like AWS, advertising, and subscriptions growing faster, enhancing predictability and long-term value.
