http://www.bloombergview.com/articles/2016-01-31/how-to-know…
By Barry Ritholtz - whom I think a few people on this board read his stuff.
I dont own any AMZN shares, but found this article fascinating. A couple quotes:
"Macquarie Research: it estimates “that for every $1 of e-commerce growth, Amazon will take 51 cents.”
“So here’s how to think about Amazon. It was and remains a giant retail lab experiment. Bezos has no fear of failure”
enjoy,
Robert