I thought this was interesting, not exactly an exercise in value investing but does make you think who might be a winner out of the four.
My 2 cents is that I have to disagree with his view on amazon shrinking in size for one simple reason and that is if I look at my buying habits, I spend way too much money on that site and I don't see my spending going down unless the prices increase significantly and the service gets worse.
The Four Horsemen: Amazon/Apple/Facebook & Google--Who Wins/Loses (Scott Gallowa
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I thought this was interesting, not exactly an exercise in value investing but does make you think who might be a winner out of the four.
My 2 cents is that I have to disagree with his view on amazon shrinking in size for one simple reason and that is if I look at my buying habits, I spend way too much money on that site and I don't see my spending going down unless the prices increase significantly and the service gets worse.