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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.…
big tech
3 posts
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First Take (FB & VALE)
Hi 👋
Pretty busy week. A pleasant one, though. I thought about breaking down this
post into one for Meta and…
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First Take (GOOG/MSFT)
Hi 👋
We've got good news if you’re a Free Subscriber and wish to have access to paid
posts without…