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Amazon Is Well Positioned and Very Attractively Priced

Amazon presents investors with a highly rewarding opportunity, as it's priced at just 26x times trailing cash flows. Amazon is well-positioned to benefit from our work-from-home environment and has gained further mindshare with consumers as a reliable and efficient brand. The company's retail operations are going to benefit, whereas its AWS business is going to slow down near-term before springing back. Read More...

Amazon presents investors with a highly rewarding opportunity, as it’s priced at just 26x times trailing cash flows. Amazon is well-positioned to benefit from our work-from-home environment and has gained further mindshare with consumers as a reliable and efficient brand. The company’s retail operations are going to benefit, whereas its AWS business is going to slow down near-term before springing back.

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