The Disciplined Growth Investor

The Disciplined Growth Investor

The DG Portfolio

Amazon: Despite Big Risks, Big Opportunities Ahead

I share top growth stock reports; The Disciplined Growth Portfolio.

Mark Hines's avatar
Mark Hines
May 16, 2025
∙ Paid

Most people recognize Amazon as the global leader in e-commerce, but it’s also a huge cloud company with massive advertising revenue growth. Further, Amazon is spending heavily on Artificial Intelligence (“AI”) and other innovation, while simultaneously strengthening profitability under CEO Andy Jassy. And despite big risks, the shares are attractively valued (especially considering its strategic focus on large-TAM megatrends). I review the details in this report and then conclude with my strong opinion on investing.

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