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Clash of Titans (AWS vs. Azure)
Today’s post is presented by Stratosphere:
Stratosphere makes it easy to get the financial data you want and to…
$amzn
6 posts
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Giro Recap #2
There are two general uses of clouds. One is what's it's called infrastructure as a service (“IaaS”), which Microsoft is an exceptional player.…
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AWS is Unstoppable
Find out why AWS will thrive in the following decade. I decided to write this post to explain why I believe that AWS enjoys a long-term sustainable competitive advantage versus its primary peer, Azure.…
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Thoughts On Shopify ($SHOP)
I expect to share with readers what is occurring internally with Shopify and how the company is changing its business over time.…
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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.…
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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…