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- Assessing TAMs, market share, margins and multiples can help investors maintain a “big picture” view of Amazon’s prospects.
- I do so across three of Amazon’s main business lines, via a bear and bull case scenario.
- Even in a reasonable bear case scenario, Amazon represents a decent opportunity for investors, with the bull case offering incredible upside.
Amazon’s (NASDAQ:AMZN) main business lines are brimming with potential. Ecommerce, cloud, advertising and subscriptions are each wonderful businesses in dominant positions. As I did in my first article on Nvidia (NVDA), I will execute some thinking and basic math on Amazon’s markets, market shares, margins and multiples to arrive at a conservative market capitalization of $8.4T in ten years, which I consider my bear case. I will also execute the bull case, which you will find at the end of the article.
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