Amazon.com (AMZN) in Davis Opportunity Fund Q2 2024

Dominance in E-Commerce and Cloud Computing

Apr 15, 2025

Summary

Investment rationale centers on leadership in e-commerce and cloud services.
Strong competitive advantages and financial features.
Risks include regulatory scrutiny and market competition.
Recent performance reflects robust growth in core business areas.
Future outlook remains positive with continued expansion and innovation.

Amazon.com (AMZN, Financial) was featured in Chris Davis (Trades, Portfolio)' Davis Opportunity Fund 2024 Semi-Annual Review 2024 Q2 as a key technology-related investment. The fund managers highlighted Amazon's dominant position in e-commerce both domestically and internationally, as well as its strong management and unique competitive advantages.

"Amazon.com, a dominant leader in e-commerce both at home and abroad, is the type of business we favor. In our estimation, the company has strong, clear-minded management, rather unique competitive advantages and powerful financial features." — Davis Opportunity Fund, Q2 2024 Fund Letter

Read full letter at gurufocus Chris Davis' Davis Opportunity Fund 2024 Semi-Annual Review 2024 Q2 page.

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