Joseph Carlson: AMZN will rise

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list for some time and it's also a large holding in the portfolio. There's a lot of different reasons to buy Amazon, including their growing advertising business, their mix shift of higher quality revenues over time. You can see that Amazon continually is growing in their thirdparty seller services, their advertising subscriptions, and AWS. But out of all of these reasons, I want to highlight two that I believe are the single biggest reasons to own Amazon today. The first one's Amazon Web Services, AWS. My thesis with Amazon is that AWS will continue to accelerate. I believe it will grow 18 to 19% over the next year and that accelerated growth will continue to push the stock higher. When we look at the customer commitments to AWS, those are growing faster than their current growth rate. We have 22% growth in customer commitments, which means that more people are signing up and signing contracts to use AWS in the future. The operating margins of it are also very high, 35%. This is much higher than where Google's are or even Azures. This is incredibly high margins and they should go higher. But the other reason that I highlight Amazon as a buy today is because I think overall when we

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