“Ruthless pragmatism”

On Monday, I picked up on an article, the first of a series on Amazon that appeared in the Financial Times. For the rest of this past week, the FT published substantial reviews of the Amazon's strategy, its perceived strengths and weaknesses, and its overall value. The coverage, largely written by Barney Jopson, included:

[You may need to register with the FT to obtain full access. It's worth registering.]

The last article, which was published on July 13, argues that Amazon's stock is overvalued and should not be considered a strong buy. It concludes:

"It is impossible not to admire what Amazon has achieved so far or not feel excited about what it could achieve in the next 20 years. But investing is not about excitement. It is about balancing risk and reward and knowing what is predictable and what is not. Wait for a reduced valuation before clicking 'buy'."

Although all five articles offer good information about the company, regular Amazon-watchers might find relatively little new ground in the first three. The digital media and stock-valuation pieces are worth seeking out, especially if you feel you already know all there is to know about Amazon.

About Brian O'Leary

Founder and principal of Magellan Media Consulting, Brian O’Leary helps enterprises with media and publishing components capitalize on the power of content. A veteran of more than 30 years in the publishing industry and a prolific content producer himself, Brian leverages the breadth and depth of his experience to deliver innovative content solutions.