Inside Amazon: Is It Prime Time for Investors?

Daniel Mahncke and Shawn O’Malley break down Amazon (ticker: AMZN), a company that began as an online bookstore and significantly transformed global commerce, cloud computing, and digital infrastructure.

What you’ll learn here:
00:00:00 - Intro
00:03:20 - How Bezos built Amazon and its Culture
00:13:32 - How Amazon’s Flywheel works
00:18:46 - How Amazon built one of the largest Advertising businesses in the world
00:27:19 - What AWS is and what role it plays for Amazon
00:39:09 - The Dynamics of the e-commerce business and competition
00:43:44 - Whether Amazon Devices can turn into a success story after all
00:51:01 - What position Amazon is taking in AI
00:58:20 - What impact Kuiper could have on Amazon’s business
01:08:46 - How Amazon performed in times of tariffs and immense capex spend
01:27:56 - Whether Amazon is attractively valued at its current levels
01:29:29 - Whether Shawn & Daniel add AMZN to The Intrinsic Value Portfolio

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#Amazon #AmazonWebServices #Ecommerce #JeffBezos #InvestmentStrategy