Pitching and Analyzing Stocks Like a World-Class Analyst (AMZN)

Part 2: Amazon Edition (AMZN)

Previously, we discussed pitching using AAPL as an example (post), but now it’s time to take things to the next level. This time, we will walk through AMZN in greater detail, giving you an insight into what a pitch and a thesis look like. This will also illustrate the type of research and idea generation process you go through from both a market-neutral perspective and a higher-conviction, more concentrated long-term view. The different styles and approaches are combined here, so take what resonates with you and leave the rest. Let’s dive right in.