Jerry Capital Posted March 7, 2018 Share Posted March 7, 2018 Saw this was finally released on Android, Amazon AR View. Wayfair has a similar app. "AR view lets you view products in your home before you buy them. You can see how they fit, and test how they look. Curious whether a throw pillow is the right shade of blue, or whether a mixer you like will fit under the counter? Now just pull out your phone to find out." http://www.zdnet.com/article/amazon-brings-ar-view-feature-to-android/ https://www.amazon.com/adlp/arview Link to comment Share on other sites More sharing options...
Jerry Capital Posted March 8, 2018 Share Posted March 8, 2018 Don't see it happening myself Loop Capital sees 'strategic rationale' for Amazon to buy Wayfair Loop Capital analyst Laura Champine writes that there is a "compelling strategic rationale" for Amazon (AMZN) to acquire Wayfair (W), as has been recently speculated in The Wall Street Journal and Forbes, particularly in light of its interest in home furnishings along with its appetite for "sizeable acquisitions". The analyst adds that while it would be dilutive for Amazon EPS to buy Wayfair in the short run, the management's long-term focus could be sufficient to consider the acquisition. Champine notes that the possibility of such a deal supports her Buy rating on Wayfair. Read more at: https://thefly.com/landingPageNews.php?id=2695966 https://seekingalpha.com/amp/news/3337469-wayfair-watch-amazon-speculation?source=feed_f&__twitter_impression=true Link to comment Share on other sites More sharing options...
walkie518 Posted March 8, 2018 Share Posted March 8, 2018 I don't see why AMZN doesn't buy Ocado? Link to comment Share on other sites More sharing options...
Liberty Posted March 14, 2018 Share Posted March 14, 2018 Profile of Amazon in Bloomberg: https://www.bloomberg.com/graphics/2018-amazon-industry-displacement/ Link to comment Share on other sites More sharing options...
Liberty Posted March 15, 2018 Share Posted March 15, 2018 https://www.reuters.com/article/us-amazon-com-ratings-exclusive/exclusive-amazons-internal-numbers-on-prime-video-revealed-idUSKCN1GR0FX https://asia.nikkei.com/Business/Companies/Amazon-Japan-investigated-for-demanding-cooperation-payments Link to comment Share on other sites More sharing options...
Liberty Posted March 28, 2018 Share Posted March 28, 2018 https://www.cnbc.com/2018/03/28/president-trump-reportedly-hates-amazon.html Mr. Banana Republic wants to go after Amazon because some of his friends in retail are being hurt and because of his personal grudge against Bezos... Link to comment Share on other sites More sharing options...
EliG Posted March 28, 2018 Share Posted March 28, 2018 Link to comment Share on other sites More sharing options...
Jerry Capital Posted March 28, 2018 Share Posted March 28, 2018 Noise Link to comment Share on other sites More sharing options...
doughishere Posted March 28, 2018 Share Posted March 28, 2018 https://www.cnbc.com/2018/03/28/president-trump-reportedly-hates-amazon.html Mr. Banana Republic wants to go after Amazon because some of his friends in retail are being hurt and because of his personal grudge against Bezos... snowflake. Link to comment Share on other sites More sharing options...
Liberty Posted March 28, 2018 Share Posted March 28, 2018 Gotta love that Trump can't even conceive that Bezos is letting the WaPo editorial alone. Trump knows that if he owned it, he would use it as his personal vendetta tool, so he figures Bezos must be doing the same and it must be personal rather than just standard good journalism to scrutinize the POTUS. Here's the original Axios story, btw: https://www.axios.com/trump-regulation-amazon-facebook-646c642c-a2d7-454b-a9a9-cdc6e4eaef2c.html Anyway, accusing Amazon of not paying enough taxes is pretty rich from the man who bragged about it: https://www.snopes.com/fact-check/trump-taxes-smart/ Link to comment Share on other sites More sharing options...
Liberty Posted March 29, 2018 Share Posted March 29, 2018 http://ritholtz.com/2018/03/jeff-bezos-anti-trump/ Link to comment Share on other sites More sharing options...
Liberty Posted April 3, 2018 Share Posted April 3, 2018 Nixon on steroids: https://www.vanityfair.com/news/2018/04/trump-war-with-amazon-and-the-washington-post-is-personal Link to comment Share on other sites More sharing options...
Jerry Capital Posted April 5, 2018 Share Posted April 5, 2018 The Pentagon is close to awarding a $10 billion deal to Amazon despite Trump's tweets attacking the company https://amp.businessinsider.com/amazon-trump-wins-pentagon-contract-2018-4?__twitter_impression=true Link to comment Share on other sites More sharing options...
Spekulatius Posted April 5, 2018 Share Posted April 5, 2018 The Pentagon is close to awarding a $10 billion deal to Amazon despite Trump's tweets attacking the company https://amp.businessinsider.com/amazon-trump-wins-pentagon-contract-2018-4?__twitter_impression=true Oracles tax rate was 18.9% in 2017. The cloud business has not much to do with retail either and I don’t really think that ORCL is competitive in the cloud business. Link to comment Share on other sites More sharing options...
Liberty Posted April 5, 2018 Share Posted April 5, 2018 https://www.bloomberg.com/view/articles/2018-04-04/congress-not-amazon-messed-up-the-u-s-postal-service Link to comment Share on other sites More sharing options...
Spekulatius Posted April 5, 2018 Share Posted April 5, 2018 What else is the US postal service is going to do other than getting involved in e- commerce? I doubt that sending Hallmark cards is going to be a growth business and the days of junk mail are counted to as its is replaced by junk email and junk targeted ads very quickly. Link to comment Share on other sites More sharing options...
Liberty Posted April 6, 2018 Share Posted April 6, 2018 Of course: https://www.wsj.com/amp/articles/trump-organizations-web-store-collects-sales-tax-in-only-two-states-1523042739 Link to comment Share on other sites More sharing options...
Liberty Posted April 11, 2018 Share Posted April 11, 2018 https://factordaily.com/amazon-breakup-fee-flipkart-walmart/ Link to comment Share on other sites More sharing options...
Liberty Posted April 16, 2018 Share Posted April 16, 2018 "Amazon Business, which sells bulk items to business customers, has shelved its plan to sell and distribute pharmaceutical products after considering it last year, according to people familiar with the matter." https://www.cnbc.com/2018/04/16/amazon-business-not-selling-drugs-but-other-amazon-groups-might.html Link to comment Share on other sites More sharing options...
rkbabang Posted April 19, 2018 Share Posted April 19, 2018 Letter to shareholders is out. Over 100M paid Prime subscribers. http://phx.corporate-ir.net/phoenix.zhtml?c=97664&p=irol-reportsannual Link to comment Share on other sites More sharing options...
Spekulatius Posted April 19, 2018 Share Posted April 19, 2018 The do an amazing job in getting customers sucked in their Business ecosystem. We used to get primes just for the free shipping, but now I use Amazon music, Amazon prime video, Alexa, Amazon locker and we ave an Amazon CC. Amazon went from nice to have to very difficult to replace and the value we are getting is very extremely. Amazon has an tactic to pay it forward for their customers, they offer value first, then raise prices later. No opinion regarding AMZN as an investment and I don’t own stock. Link to comment Share on other sites More sharing options...
walkie518 Posted April 19, 2018 Share Posted April 19, 2018 not sure what to think of this other than this should be what the FBI is looking into and not Amazon's problem? http://mebfaber.com/2018/04/18/how-to-launder-money-with-amazon-aka-why-all-my-books-are-now-free/ Link to comment Share on other sites More sharing options...
LongTermView Posted April 20, 2018 Share Posted April 20, 2018 Is anyone going to the May 30th meeting in Seattle? Link to comment Share on other sites More sharing options...
LongTermView Posted April 24, 2018 Share Posted April 24, 2018 https://www.wsj.com/articles/amazon-can-now-deliver-packages-to-your-car-1524568172 This makes sense imo. Every time we use the valet we're giving a stranger access to our car. Link to comment Share on other sites More sharing options...
Liberty Posted April 29, 2018 Share Posted April 29, 2018 Bezos interview from a week ago: Link to comment Share on other sites More sharing options...
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