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Amazon (AMZN) may be the short of the year, writes firstadopter, as the bull case - a decent...

Amazon (AMZN) may be the short of the year, writes firstadopter, as the bull case - a decent operating margin on continued years of rapid growth - falls apart. Further is the "secular shift" from physical to digital media, a sector Amazon will have to dominate, but where Apple (AAPL) is already the gorilla.
Comments (1)
  • Very nice article, puts together a number of things I have been talking about over the last 4 months.
    12 Mar 2012, 09:10 AM Reply Like
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