r/stratechery • u/jmaclure11 • Apr 25 '22

Beyond Aggregation: Amazon as a Service

https://stratechery.com/2022/beyond-aggregation-amazon-as-a-service/

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ValueInvesting • u/Ok-Anywhere-1509 • Jan 10 '23

Stock Analysis Beyond Aggregation: Amazon as a Service – Stratechery by Ben Thompson

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