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Tag: E-commerce

Amazon (AMZN) flywheel—AWS cloud, retail logistics, and advertising lift growth; ValueAct top holding signals conviction.

Amazon Is ValueAct Holdings’ Top Holding. Should You Buy?

ValueAct didn’t nibble—Amazon is its top holding. Under the hood: AWS growth, retail media margins, and AI making robots, delivery, and dev tools smarter. Not cheap—but quality compounding can justify the tag. Read our Quick Take, risks box, and how to buy dips with a cool head.

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