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Amazon: Netflix Deal Creates Insurmountable CTV Dominance (NASDAQ:AMZN)
Seeking Alphaยท 2025-09-12 15:05
Core Insights - Amazon.com, Inc. (NASDAQ: AMZN) primarily garners attention for its AWS and retail business segments [1] Group 1: Company Overview - Amazon's AWS and retail operations are the main focus areas for investors and analysts [1] Group 2: Investment Strategy - The investment approach emphasizes acquiring companies with strong qualitative attributes at favorable prices based on fundamentals, with a long-term holding strategy [2] - The portfolio management strategy aims to minimize losses while maximizing exposure to high-potential winners, often resulting in a 'Hold' rating for companies with limited growth opportunities or high downside risks [2]