@HansenAsset I'm bullish on $AMZN and I'm at 25% e-commerce as % total retail, ~40% mkt share, Cloud rev growth 15% p.a., EBIT margin at 12-13% in 10 years. I took position around $1800. Not sure about 30% margin of safety at current level.

https://t.co/nFKJgiL6x7