Tuesday, March 5, 2013

AMZN: The Amazon Margin 'Godot' Did Not Arrive And Will Not Arrive

The Amazon Margin 'Godot' Did Not Arrive And Will Not Arrive
by Paulo Santos

In Samuel Beckett's "Waiting for Godot" play, two men wait vainly for someone named Godot to arrive. While waiting, they go through the motions and countless stories. This is not unlike a few tens of analysts and hundreds of fund managers when it comes for Amazon.com's (AMZN) margins. They, too, wait for those to arrive. And in the meantime they go through countless stories as well. read more »

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