Key Issue 1: With the new Alphabet structure, how will the stock be revalued?
Key Issue 2: How will the core Google search business fare in 3Q?
Read MoreAmazon: Amazon Surpasses Walmart; 2Q Exceeds Expectations
Back in mid-June, I wrote about Amazon's 38% stock increase on the heels of a strong 4Q and 1Q. Since then, AMZN reported blowout 2Q results, and the stock has increased another 34%, for a total of a 72% increase since January 29. Amazon's market cap now stands at $250 billion, surpassing Walmart's $230 billion market cap. What has led Amazon to surpass the largest retailer in the world?
Read MoreThe Two Factors Behind Amazon's Recent Stock Increase
Amazon stock is now up 38% since the company reported its 4Q results on January 29th. What has happened that has caused investors to re-evaluate Amazon's value?
Read MoreAmazon: Why Amazon's Recent Sales Deceleration is Not the Full Story
Most of Amazon's criticism centers around two things: its lack of profitability, and its decelerating sales growth. This article will focus on the sales growth, which slowed materially in 4Q. While the deceleration was significant, it's not as concerning as it might initially appear for several reasons detailed in this article.
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