Liberty Posted March 30, 2019 Share Posted March 30, 2019 Top investigator Gavin de Becker on Bezos blackmail: https://www.thedailybeast.com/jeff-bezos-investigation-finds-the-saudis-obtained-his-private-information Link to comment Share on other sites More sharing options...
dwy000 Posted April 3, 2019 Share Posted April 3, 2019 Not to rehash the old discussion but another great article by Howard Marks on the HQ saga. https://www.oaktreecapital.com/docs/default-source/memos/growing-the-pie.pdf Link to comment Share on other sites More sharing options...
Jurgis Posted April 3, 2019 Share Posted April 3, 2019 Not to rehash the old discussion but another great article by Howard Marks on the HQ saga. https://www.oaktreecapital.com/docs/default-source/memos/growing-the-pie.pdf Let's bring politics to even more threads! Link to comment Share on other sites More sharing options...
Spekulatius Posted April 3, 2019 Share Posted April 3, 2019 Ads in the mobile app: https://www.bloomberg.com/news/articles/2019-03-21/amazon-said-to-launch-mobile-ads-in-threat-to-google-facebook My wife told me that Prime Video now also has ads. So far, I haven’t seen any ads yet personally. They play an ad for their productions right before the show/movie starts. It's like 75% of the time now. I saw some of the ads in Prime Video my wife noticed . They are for Amazon products and deals on their website. They have had ads for movie/ series trailers for a while, but the product ads are new. I smell we end up exactly where we started. Link to comment Share on other sites More sharing options...
Jurgis Posted April 3, 2019 Share Posted April 3, 2019 Ads in the mobile app: https://www.bloomberg.com/news/articles/2019-03-21/amazon-said-to-launch-mobile-ads-in-threat-to-google-facebook My wife told me that Prime Video now also has ads. So far, I haven’t seen any ads yet personally. They play an ad for their productions right before the show/movie starts. It's like 75% of the time now. I saw some of the ads in Prime Video my wife noticed . They are for Amazon products and deals on their website. They have had ads for movie/ series trailers for a while, but the product ads are new. I smell we end up exactly where we started. That sucks. Maybe Netflix is going to win by just not being assholes to their customers. Link to comment Share on other sites More sharing options...
doughishere Posted April 3, 2019 Share Posted April 3, 2019 Twitch does adverts. And its not uncommon to see movies that have adverts with xfinity although if you sub to hbo on xfinity those are still advert free. I assume the other premium channels are the same. Link to comment Share on other sites More sharing options...
Jurgis Posted April 3, 2019 Share Posted April 3, 2019 Twitch does adverts. And its not uncommon to see movies that have adverts with xfinity although if you sub to hbo on xfinity those are still advert free. I assume the other premium channels are the same. Spek is right: I smell we end up exactly where we started. Link to comment Share on other sites More sharing options...
doughishere Posted April 3, 2019 Share Posted April 3, 2019 Twitch does adverts. And its not uncommon to see movies that have adverts with xfinity although if you sub to hbo on xfinity those are still advert free. I assume the other premium channels are the same. Spek is right: I smell we end up exactly where we started. I actually canceled my prime membership that ive had since '08. Prices were not as good for some of the books I was looking at. Plus, late last year I took their seller app and scanned in a dozen or so bar codes at the store and they were either in line and not worth buying at the store to arb the diff or were not allowed to be sold on prime. On twitch all i lost was my prime sub. Sometimes I view adverts in a separate browser thats muted and give away the bits I get for them. They do throttle me sometimes but you can usually get 2-3 bucks a week depending on how much they give you. Each advert can give you 5, 10, 50, 75 bits randomly and are worth a penny apiece. You can pass them out to anyone and split if you want to. Link to comment Share on other sites More sharing options...
Liberty Posted April 7, 2019 Share Posted April 7, 2019 https://www.cnbc.com/2019/04/05/jeff-bezos-amazon-internet-satellites-4-billion-new-customers.html Similar to SpaceX Starlink. Link to comment Share on other sites More sharing options...
Spekulatius Posted April 8, 2019 Share Posted April 8, 2019 Twitch does adverts. And its not uncommon to see movies that have adverts with xfinity although if you sub to hbo on xfinity those are still advert free. I assume the other premium channels are the same. Spek is right: I smell we end up exactly where we started. I actually canceled my prime membership that ive had since '08. Prices were not as good for some of the books I was looking at. Plus, late last year I took their seller app and scanned in a dozen or so bar codes at the store and they were either in line and not worth buying at the store to arb the diff or were not allowed to be sold on prime. On twitch all i lost was my prime sub. Sometimes I view adverts in a separate browser thats muted and give away the bits I get for them. They do throttle me sometimes but you can usually get 2-3 bucks a week depending on how much they give you. Each advert can give you 5, 10, 50, 75 bits randomly and are worth a penny apiece. You can pass them out to anyone and split if you want to. AMZN as a market place slowly becomes too unwieldy. It’s almost like an Department store of yesterday, where you could by everything, but nothin really competitive. Too many crap products from questionable resellers, and some are obviously trying to screw customers with tricky packaging sizes etc. I know order more things from retailers (online and shop to store from Home Depot and other Brick &Mortar mortar retailers , as their offerings are more curated and they don’t have resellers. I think Walmart could really make a dent too, if they get their offering together. AMZN speed of delivery is hard to beat though. Link to comment Share on other sites More sharing options...
Castanza Posted April 8, 2019 Share Posted April 8, 2019 Twitch does adverts. And its not uncommon to see movies that have adverts with xfinity although if you sub to hbo on xfinity those are still advert free. I assume the other premium channels are the same. Spek is right: I smell we end up exactly where we started. I actually canceled my prime membership that ive had since '08. Prices were not as good for some of the books I was looking at. Plus, late last year I took their seller app and scanned in a dozen or so bar codes at the store and they were either in line and not worth buying at the store to arb the diff or were not allowed to be sold on prime. On twitch all i lost was my prime sub. Sometimes I view adverts in a separate browser thats muted and give away the bits I get for them. They do throttle me sometimes but you can usually get 2-3 bucks a week depending on how much they give you. Each advert can give you 5, 10, 50, 75 bits randomly and are worth a penny apiece. You can pass them out to anyone and split if you want to. AMZN as a market place slowly becomes too unwieldy. It’s almost like an Department store ormolu, where you could by everything, but nothin really competitive. Too many crap products from questionable resellers, and some are obviously trying to screw customers with tricky packaging sizes etc. I know order more things from retailers (online and shop to store from Home Depot and other Brick &Mortar mortar retailers , as their offerings are more curated and they don’t have resellers. I think Walmart could really make a dent too, if they get their offering together. AMZN speed of delivery is hard to beat though. Amazon doesn't really deliver their own products in most locations. Prime wouldn't even be an option if it weren't for FedEx and UPS. I think "logistics" is one key advantage Walmart has over Amazon. Walmart's distribution network (truck drivers, warehouses, stores) rival a lot of actual logistics companies. I can see them changing their store warehouses into fulfillment centers and possible have employees deliver items to their local surroundings. One other thing I can see (I work in the industry) is AWS is going to continue to lose dominance over the next decade. This is an issue for Amazon as this has to hurt their bottom line. 90% of Americans live within 15 min of a Walmart The average family of 4 spends 4k a year at Walmart Link to comment Share on other sites More sharing options...
rkbabang Posted April 8, 2019 Share Posted April 8, 2019 AMZN as a market place slowly becomes too unwieldy. It’s almost like an Department store of yesterday, where you could by everything, but nothin really competitive. Too many crap products from questionable resellers, and some are obviously trying to screw customers with tricky packaging sizes etc. I know order more things from retailers (online and shop to store from Home Depot and other Brick &Mortar mortar retailers , as their offerings are more curated and they don’t have resellers. I think Walmart could really make a dent too, if they get their offering together. AMZN speed of delivery is hard to beat though. I've noticed all of that becoming more of a problem, but saying Walmart could make a dent if they get their act together is like saying Amazon would be great again if they could get their act together. Walmart's website is much more of a mess than Amazon's with all the 3rd party sellers there. Other companies do not have their act together either when it comes to eCommerce. Ordering at Target is still not a great experience. JCPenny is horrible. My wife recently ordered something from JCPenny's website, they shipped her a completely different item. They told her she has to re-buy the item she wanted and return the random item they sent her and she can't return it to the store. We had to pay the shipping on the return, and it has been over a week and we still haven't seen the credit show up on our card. All and all, Amazon is still the only company that can even do eCommerce at all. Link to comment Share on other sites More sharing options...
fareastwarriors Posted April 8, 2019 Share Posted April 8, 2019 AMZN as a market place slowly becomes too unwieldy. It’s almost like an Department store of yesterday, where you could by everything, but nothin really competitive. Too many crap products from questionable resellers, and some are obviously trying to screw customers with tricky packaging sizes etc. I know order more things from retailers (online and shop to store from Home Depot and other Brick &Mortar mortar retailers , as their offerings are more curated and they don’t have resellers. I think Walmart could really make a dent too, if they get their offering together. AMZN speed of delivery is hard to beat though. I've noticed all of that becoming more of a problem, but saying Walmart could make a dent if they get their act together is like saying Amazon would be great again if they could get their act together. Walmart's website is much more of a mess than Amazon's with all the 3rd party sellers there. Other companies do not have their act together either when it comes to eCommerce. Ordering at Target is still not a great experience. JCPenny is horrible. My wife recently ordered something from JCPenny's website, they shipped her a completely different item. They told her she has to re-buy the item she wanted and return the random item they sent her and she can't return it to the store. We had to pay the shipping on the return, and it has been over a week and we still haven't seen the credit show up on our card. All and all, Amazon is still the only company that can even do eCommerce at all. What? That makes no sense. I made plenty of online order returns at my local JC Penney... Link to comment Share on other sites More sharing options...
rkbabang Posted April 8, 2019 Share Posted April 8, 2019 AMZN as a market place slowly becomes too unwieldy. It’s almost like an Department store of yesterday, where you could by everything, but nothin really competitive. Too many crap products from questionable resellers, and some are obviously trying to screw customers with tricky packaging sizes etc. I know order more things from retailers (online and shop to store from Home Depot and other Brick &Mortar mortar retailers , as their offerings are more curated and they don’t have resellers. I think Walmart could really make a dent too, if they get their offering together. AMZN speed of delivery is hard to beat though. I've noticed all of that becoming more of a problem, but saying Walmart could make a dent if they get their act together is like saying Amazon would be great again if they could get their act together. Walmart's website is much more of a mess than Amazon's with all the 3rd party sellers there. Other companies do not have their act together either when it comes to eCommerce. Ordering at Target is still not a great experience. JCPenny is horrible. My wife recently ordered something from JCPenny's website, they shipped her a completely different item. They told her she has to re-buy the item she wanted and return the random item they sent her and she can't return it to the store. We had to pay the shipping on the return, and it has been over a week and we still haven't seen the credit show up on our card. All and all, Amazon is still the only company that can even do eCommerce at all. What? That makes no sense. I made plenty of online order returns at my local JC Penney... So have we, but this specific item it had to be returned online for some reason. Stupid. We paid shipping for their mistake. And so far haven't been reimbursed anything at all. This after much time on the phone fighting with them and probably more time to come if they never issue the credit. At Amazon you return things that aren't your fault with a few clicks and it costs you nothing. Link to comment Share on other sites More sharing options...
Liberty Posted April 11, 2019 Share Posted April 11, 2019 Bezos 2018 letter: https://ir.aboutamazon.com/static-files/4f64d0cd-12f2-4d6c-952e-bbed15ab1082 Link to comment Share on other sites More sharing options...
wachtwoord Posted April 14, 2019 Share Posted April 14, 2019 AMZN as a market place slowly becomes too unwieldy. It’s almost like an Department store of yesterday, where you could by everything, but nothin really competitive. Too many crap products from questionable resellers, and some are obviously trying to screw customers with tricky packaging sizes etc. I know order more things from retailers (online and shop to store from Home Depot and other Brick &Mortar mortar retailers , as their offerings are more curated and they don’t have resellers. I think Walmart could really make a dent too, if they get their offering together. AMZN speed of delivery is hard to beat though. I've noticed all of that becoming more of a problem, but saying Walmart could make a dent if they get their act together is like saying Amazon would be great again if they could get their act together. Walmart's website is much more of a mess than Amazon's with all the 3rd party sellers there. Other companies do not have their act together either when it comes to eCommerce. Ordering at Target is still not a great experience. JCPenny is horrible. My wife recently ordered something from JCPenny's website, they shipped her a completely different item. They told her she has to re-buy the item she wanted and return the random item they sent her and she can't return it to the store. We had to pay the shipping on the return, and it has been over a week and we still haven't seen the credit show up on our card. All and all, Amazon is still the only company that can even do eCommerce at all. What? That makes no sense. I made plenty of online order returns at my local JC Penney... So have we, but this specific item it had to be returned online for some reason. Stupid. We paid shipping for their mistake. And so far haven't been reimbursed anything at all. This after much time on the phone fighting with them and probably more time to come if they never issue the credit. At Amazon you return things that aren't your fault with a few clicks and it costs you nothing. And you accepted that resolution? I sure wouldn't have ... Link to comment Share on other sites More sharing options...
Liberty Posted April 14, 2019 Share Posted April 14, 2019 https://www.fastcompany.com/90325624/yes-amazon-has-an-hr-chief-meet-beth-galetti Link to comment Share on other sites More sharing options...
rkbabang Posted April 15, 2019 Share Posted April 15, 2019 AMZN as a market place slowly becomes too unwieldy. It’s almost like an Department store of yesterday, where you could by everything, but nothin really competitive. Too many crap products from questionable resellers, and some are obviously trying to screw customers with tricky packaging sizes etc. I know order more things from retailers (online and shop to store from Home Depot and other Brick &Mortar mortar retailers , as their offerings are more curated and they don’t have resellers. I think Walmart could really make a dent too, if they get their offering together. AMZN speed of delivery is hard to beat though. I've noticed all of that becoming more of a problem, but saying Walmart could make a dent if they get their act together is like saying Amazon would be great again if they could get their act together. Walmart's website is much more of a mess than Amazon's with all the 3rd party sellers there. Other companies do not have their act together either when it comes to eCommerce. Ordering at Target is still not a great experience. JCPenny is horrible. My wife recently ordered something from JCPenny's website, they shipped her a completely different item. They told her she has to re-buy the item she wanted and return the random item they sent her and she can't return it to the store. We had to pay the shipping on the return, and it has been over a week and we still haven't seen the credit show up on our card. All and all, Amazon is still the only company that can even do eCommerce at all. What? That makes no sense. I made plenty of online order returns at my local JC Penney... So have we, but this specific item it had to be returned online for some reason. Stupid. We paid shipping for their mistake. And so far haven't been reimbursed anything at all. This after much time on the phone fighting with them and probably more time to come if they never issue the credit. At Amazon you return things that aren't your fault with a few clicks and it costs you nothing. And you accepted that resolution? I sure wouldn't have ... Yeah, I shouldn't have, but sometimes you just get tired of fighting over $20. My time is worth more than that. The point being is that I spend a lot of money at Amazon every year buying a lot of things and I've never had to fight with Amazon. Link to comment Share on other sites More sharing options...
Cigarbutt Posted April 21, 2019 Share Posted April 21, 2019 https://www.statnews.com/2019/04/04/amazon-alexa-hipaa-compliant/ Alexa itself was still catching up to the news Thursday morning. Asked whether it was HIPAA-compliant, it responded: “Sorry, I don’t know that one.” Interesting times. Link to comment Share on other sites More sharing options...
Liberty Posted April 28, 2019 Share Posted April 28, 2019 https://www.freightwaves.com/news/breaking-amazons-digital-freight-brokerage-platform-goes-live Link to comment Share on other sites More sharing options...
stahleyp Posted May 3, 2019 Share Posted May 3, 2019 Berkshire (not Buffett) is buying: https://www.cnbc.com/2019/05/03/berkshire-hathaway-has-been-buying-shares-of-amazon-warren-buffett.html Link to comment Share on other sites More sharing options...
Cigarbutt Posted May 5, 2019 Share Posted May 5, 2019 Berkshire (not Buffett) is buying: https://www.cnbc.com/2019/05/03/berkshire-hathaway-has-been-buying-shares-of-amazon-warren-buffett.html Since AMZN had made it to the value-investing circle, here are two references, one that looks at their prime past and the other towards their healthy future: https://www.vox.com/recode/2019/5/3/18511544/amazon-prime-oral-history-jeff-bezos-one-day-shipping https://www.cbinsights.com/research/report/amazon-transforming-healthcare/ Link to comment Share on other sites More sharing options...
Liberty Posted May 10, 2019 Share Posted May 10, 2019 https://www.cnbc.com/2019/05/10/why-amazon-bought-pillpack-for-753-million-and-what-happens-next.html Link to comment Share on other sites More sharing options...
Liberty Posted May 16, 2019 Share Posted May 16, 2019 https://www.bloomberg.com/news/articles/2019-05-16/amazon-said-to-be-close-to-buying-sizmek-s-ad-serving-technology Link to comment Share on other sites More sharing options...
Liberty Posted May 22, 2019 Share Posted May 22, 2019 Amazon made video games for its workers to reduce tedium of warehouse jobs The games are voluntary and have been deployed at five Amazon warehouses. Playing the games is voluntary. No images of the games were revealed, but the Post said the games have names such as "MissionRacer, PicksInSpace, Dragon Duel, and CastleCrafter" and "have simple graphics akin to early Nintendo games like Super Mario Bros." Workers described the games to the Post on condition of anonymity. https://arstechnica.com/information-technology/2019/05/amazon-gamifies-its-warehouse-work-like-tetris-but-with-real-boxes/ Link to comment Share on other sites More sharing options...
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