Morgan Stanley's Amazon.com Estimates Are Flawed
by Paulo Santos
I have already addressed how Morgan Stanley's (MS) bullish thesis for Amazon.com (AMZN) keeps changing. First Adopter also called into question the ebook estimates in the latest Morgan Stanley research report titled "The Kindle Franchise: A Strategic Profit Pool" on Amazon.com. However, these are not the only problems with this latest research report. While refining my own model, I have come across a further serious and easy to see flaw in that same report. read more »
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