Josh Burwick
Long/short equity, growth at reasonable price, tech, Venture capital

Who Is Amazon's Next Victim? Not Who You Think...

Amazon (NASDAQ:AMZN) has been a great long-term investment but equally profitable have been the downside to names that have been steamrolled by Amazon's massive investments and scale. Names such as Barnes & Noble (NYSE:BKS), Borders (bankrupt), Best Buy (NYSE:BBY) to name a few have all been hurt to various degrees by the low-cost, hyper-competitive Amazon. I am not highlighting another retailer to be undercut by Amazon, but rather the data warehousing space and poster child Teradata (NYSE:TDC). While I am not predicting demise for the space, Hadoop has allowed companies such as Amazon to come out with competitive products at a fraction of the cost. Coincidentally, Teradata has struggled over the last...

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