Amazon is a global powerhouse that impacts our lives in numerous ways, from online shopping to cloud services and beyond. Institutional investors should pay close attention to Amazon due to its continuous innovation and expansion into new markets.
Watch this webinar where Rihard Jarc, Founder of UncoverAlpha & CIO of New Era Funds, and Barry Schwartz, Chief Investment Officer, Baskin Wealth Management, explored Amazon's evolving business landscape and its expansive reach across various sectors. Viewers will gain comprehensive insights into Amazon's strategic moves and future development. *
Key Discussion Points:
1. Amazon E-Commerce
- Shift from 1P to 3P: Discover how Amazon's transition from first-party to third-party sellers affects its business.
- Temu and Social Commerce: The potential impact of emerging platforms and social commerce trends on Amazon.
2. AWS (Amazon Web Services)
- Client Preferences and Competitive Positioning: Understand why businesses choose AWS and its standing among leading cloud providers.
- Generative AI Strategy: Learn about AWS's readiness and strategy for the next wave of AI innovation.
3. Amazon Ad Business
- Integration with E-Commerce: How Amazon's advertising business complements its e-commerce operations.
- Prime Video Ads: The implications of introducing ads on Prime Video for Amazon's advertising landscape.
4. Amazon's New Business Lines
- Project Kuiper and Logistics: Get insights into Amazon's satellite internet initiative and logistics operations.
- Healthcare/Pharma Expansion: Explore Amazon's ventures into the healthcare and pharmaceutical sectors.
*Disclaimer: The views presented are solely the guests' own opinions, and do not represent the views of AlphaSense. Nothing in this broadcast constitutes investment advice.