time to go short on Amazon?

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Euler
Posts: 24701
Joined: Wed Nov 10, 2010 1:39 pm
Location: Bet Angel HQ

Amazon is an interesting proposition as it's effectively a category killer in old retail terms. But in modern terms, it may be a channel killer.

I'm surprised that they haven't been picked up for predatory pricing, but that's a difficult thing to prove. But that's more or less what Amazon has done. Difficult to compete against.
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PDC
Posts: 2272
Joined: Sun Jul 24, 2016 5:52 pm

I like their latest moves into healthcare. If I were the owner of a pharmacy I would be looking to sell up and get out before they get Amazon'd.

Trying to compete with them on distribution of medications will be neigh on impossible.

If you don't already look at them, Mercadolibre are another excellent Amazon style company, potentially still small enough for Amazon to buy them out.
Elena16
Posts: 4
Joined: Mon Oct 07, 2019 4:24 pm

We are comfortable planting seeds and waiting for them to grow into trees,” says Bezos. “We don’t focus on the optics of the next quarter; we focus on what is going to be good for customers. I think this aspect of our culture is rare
fahivechh
Posts: 6
Joined: Fri Feb 21, 2020 3:44 pm

Gauss wrote:
Wed Jan 09, 2019 4:12 pm
https://www.cnbc.com/2019/01/09/jeff-be ... cing-.html

he’s gonna need every penny
he gave her 30+billions
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