Amazon.com Inc

IP Podcast
January 23, 2024
AMZN Retail & IP Company Learning Journeys
IP Podcast
Amazon.com IncPDD Holdings IncNetwork EffectsScale EconomiesSwitching CostsCounter PositioningVertically Integrated RetailerPhysical Infra & NetworksConsumer Discretionary
Company Profile
November 27, 2023
Amazon Web Services
IP Company Profile
IP ResearchAmazon.com IncGoogleMicrosoft CorporationOracle CorporationNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsB2B SoftwareConsumer DiscretionaryInformation Technology
Company Profile
November 27, 2023
Amazon Retail
IP Company Profile
IP ResearchAmazon.com IncNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer Discretionary
IP Podcast
October 27, 2023
Wayfair: CastleGate and Last Mile Delivery
In Practise Podcast
Wayfair IncAmazon.com IncOVERSTOCK COM INCWilliams-Sonoma IncRHCounter PositioningNetwork EffectsScale EconomiesSwitching CostsBrand EquityVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsConsumer Discretionary
Value Chain
October 3, 2023
Wayfair: CastleGate vs Drop Shipping Unit Flow
In Practise Research
IP ResearchWayfair IncAmazon.com IncOVERSTOCK COM INCRHTemple & Webster Group LtdWestwing Group SECounter PositioningNetwork EffectsScale EconomiesSwitching CostsBrand EquityVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsConsumer Discretionary
Value Chain
September 18, 2023
SHEIN's Supply Chain: How it Works
In Practise Research
IP ResearchSHEINAmazon.com IncPDD Holdings IncASOS plcboohoo group plcZalando SEBooztAssociated British Foods plcIndustria de Diseño Textil S.A.Counter PositioningNetwork EffectsScale EconomiesSwitching CostsBrand EquityVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsConsumer DiscretionaryConsumer Staples
IP Podcast
May 2, 2023
Amazon.com Structural Advantages vs Traditional Retail
In Practise Podcast
Amazon.com IncCostco Wholesale CorporationWalmart IncTarget CorporationNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksLow Cost OperatorsConsumer DiscretionaryConsumer Staples
IP Research Analysis
April 19, 2023
Amazon Advertising: Decoupling from GMV
In Practise Research Analysis
IP ResearchAmazon.com IncGoogleMeta Platforms IncThe Trade Desk IncNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsConsumer DiscretionaryCommunication Services
IP Research Analysis
April 12, 2023
Amazon: How a Unit Flows through the Network & Unit Costs
In Practise Analysis
IP ResearchAmazon.com IncUnited Parcel Service IncFedEx CorporationShopify IncNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksB2B SoftwareConsumer DiscretionaryIndustrialsInformation Technology
IP Research Analysis
April 7, 2023
Amazon Retail: A Valuation Approach
In Practise Analysis
IP ResearchAmazon.com IncNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer Discretionary
IP Research Analysis
February 9, 2023
Amazon, Fedex, & Shopify Fulfilment: Advantages of Multi-Wave Dispatch
In Practise Analysis
Amazon.com IncFedEx CorporationUnited Parcel Service IncShopify IncNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksB2B SoftwareConsumer DiscretionaryIndustrialsInformation Technology
IP Research Analysis
December 5, 2022
Amazon Retail: The Rails of E-commerce
In Practise Analysis
Amazon.com IncNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer Discretionary
IP Research Analysis
November 6, 2022
AWS: Long-Run and Normalised FCF Margin Estimates
In Practise Analysis
Amazon.com IncMicrosoft CorporationNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryInformation Technology
IP Research Analysis
October 29, 2022
Amazon Retail Unit Economics
In Practise Analysis
Amazon.com IncNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer Discretionary
IP Research Analysis
October 26, 2022
AWS Series: Hyperscale Data Centers, Physical Moats, & Server Lifetime
In Practise Analysis
Amazon.com IncMicrosoft CorporationNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryInformation Technology
IP Research Analysis
September 12, 2022
AWS Graviton’s Process Power
In Practise Analysis
Intel CorporationGoogleAmazon.com IncMicrosoft CorporationNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyConsumer Discretionary
IP Research Analysis
August 30, 2022
AWS Series: Kubernetes & The Portability Illusion
In Practise Weekly Analysis
GoogleAmazon.com IncMicrosoft CorporationNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryInformation Technology
IP Research Analysis
August 23, 2022
Weekly Update: GCP, Azure, AWS, ASSA ABLOY, ODFL, Adyen, Spirax Sarco
In Practise Weekly Update
Old Dominion Freight Line IncMade.comAssa Abloy ABAdyen N.V.GoogleAmazon.com IncMicrosoft CorporationStripe IncWayfair IncNetwork EffectsScale EconomiesSwitching CostsCounter PositioningPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerIndustrialsFinancialsConsumer DiscretionaryInformation Technology
IP Research Analysis
August 3, 2022
Weekly Update: SNOW vs Redshift, ODFL, Spirax Sarco, Guidewire, & Cytek
In Practise Weekly Update
Snowflake IncAmazon.com IncSpirax-Sarco Engineering plcGuidewire Software IncCytek Biosciences IncSwitching CostsNetwork EffectsScale EconomiesB2B SoftwareVertically Integrated RetailerPhysical Infra & NetworksOEMs w/ Installed BaseMission Critical Products & ServicesInformation TechnologyConsumer DiscretionaryIndustrialsHealth Care
IP Research Analysis
December 14, 2021
Wayfair CastleGate, Amazon, & FBA vs FBW
In Practise Weekly Analysis
Carvana CoAmazon.com IncWayfair IncCounter PositioningNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer Discretionary

Amazon.com Inc

AMZN Retail & IP Company Learning Journeys

Amazon Web Services

Amazon Retail

Wayfair: CastleGate and Last Mile Delivery

Wayfair: CastleGate vs Drop Shipping Unit Flow

SHEIN's Supply Chain: How it Works

Amazon.com Structural Advantages vs Traditional Retail

Amazon Advertising: Decoupling from GMV

Amazon: How a Unit Flows through the Network & Unit Costs

Amazon Retail: A Valuation Approach

Amazon, Fedex, & Shopify Fulfilment: Advantages of Multi-Wave Dispatch

Amazon Retail: The Rails of E-commerce

AWS: Long-Run and Normalised FCF Margin Estimates

Amazon Retail Unit Economics

AWS Series: Hyperscale Data Centers, Physical Moats, & Server Lifetime

AWS Graviton’s Process Power

AWS Series: Kubernetes & The Portability Illusion

Weekly Update: GCP, Azure, AWS, ASSA ABLOY, ODFL, Adyen, Spirax Sarco

Weekly Update: SNOW vs Redshift, ODFL, Spirax Sarco, Guidewire, & Cytek

Wayfair CastleGate, Amazon, & FBA vs FBW