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modest proposal @modestproposal1 on x 116.3K followers
Created: 2025-05-09 15:29:49 UTC
Ecomm harder cause of AMZN. I take NA EBIT + $10B for science experiments + 1/2 of SBC. For GMV consensus is $575B - $625B. Def a swag.
Asset light ecomm marketplaces have decent margins, but aren't growing. AMZN NA is arguably best marketplace in the world but also has slowed.
XXXXX engagements
Related Topics decent marketplaces swag $625b $575b $10b amzn