$amzn

6 posts
Giro Recap #2 public
Giro Recap 7 min read

Giro Recap #2

There are two general uses of clouds. One is what's it's called infrastructure as a service (“IaaS”), which Microsoft is an exceptional player.…
Giro Lino
AWS is Unstoppable public
US Company 8 min read

AWS is Unstoppable

Find out why AWS will thrive in the following decade. I decided to write this post to explain why I believe that AWS enjoys a long-term sustainable competitive advantage versus its primary peer, Azure.…
Giro Lino
What Really Happened to AMZN? public
DailyCrunch 7 min read

What Really Happened to AMZN?

I spent roughly a dozen hours digging into AMZN’s reports, reading management’s and industry experts’ transcripts to figure out what happened to Amazon.…
Giro Lino
Food for Thought #15 public
FoodForThought 8 min read

Food for Thought #15

FOMC is Approaching; Uninspiring Earnings Season; Technical Doesn’t Help; Neither Does Amazon; Last Hope; Meanwhile in China; Politburo Highlights; Reiterating the View…
Giro Lino
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