Loading investment pitches...
Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
In the case study that follows on AWS - the cloud computing business of Amazon - we show that, by applying microeconomic cost-curve analysis, so often applied in fields like mining and energy, we uncover several interesting insights. These insights suggest...
— Andrew Macken
Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($50/mo) and Pro subscribers.
Already a Research or Pro subscriber? Sign In
Other investors who've written on Amazon.com, Inc.
Amazon.com ($AMZN) represents 7.99% of the fund's portfolio. Amazon dominates global...
The manager highlights Amazon's costly decision to shorten server useful lives back to five years as an indicator of accelerating hardware obsolescence in AI.
Amazon ($AMZN) is held within the Eagle Equity Composite and is referenced in the letter as a primary operational benchmark and competitor to MercadoLibre in Latin America.
More institutional theses from Montaka Global Investments
Amazon's cloud business AWS position it as a core beneficiary of the global expansion in artificial intelligence infrastructure. Despite recent price...
Microsoft's Azure platform provides a major growth engine as corporate adoption of AI capabilities accelerates. Combined with Amazon,...
Blackstone stands as a premier alternative asset manager well-positioned to benefit from long-term capital inflows into private markets. Despite short-term price...