Consumerism
(media.scored.co)
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everyone orders shit off amazon every week. most people are subscribed. people have amazon door bells and alexa this alexa that. Yet the stock trades at a low multiple under 30 with huge market share and large subscription base and seems to survive recessions scamdemics and everything else.
it's a small portion of my portfolio and i trim or add shares depending on its short term performance and earnings. long term it is easy growth stock 10%+ per year expected return.