William F. Lampe IV - Comments

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Amazon's Acquisitions Create Adverse Reactions
6 years ago

I can't agree that Amazon and it's stockholders do not care. Amazon has had those long periods of operating on losses in order to innovate and expand, which has shown tangible success! As for the DSD operations, you have a great point, and much more experience looking into this industry than I, however looking back at amazon's expansions into new fields, I find historical precidence to back up my feeling that they will successfully find a way to set up those local DSD connections, or work around their lack of them.

I have to thank you for responding to my comments as well Seth, this has been a great discussion!

In this article: AMZN
Amazon's Acquisitions Create Adverse Reactions
6 years ago

But look at their same day shipping roll outs: the distribution network is already very promising!

In this article: AMZN
Amazon's Acquisitions Create Adverse Reactions
6 years ago

I personally found Jet to be relatively easy to use and visually pleasing, but that is more personal opinion I suppose.

My point was more about how it's too early to tell at this stage. Anything could happen with Walmart and Jet, or Amazon and Whole Foods, so I don't think it's prudent to write off one of their acquisitions

In this article: AMZN
Amazon's Acquisitions Create Adverse Reactions
6 years ago

That acquisition was only completed in late September of last year. I think it will take time for results to really show for Walmart, so I wouldn't write off that acquisition yet... Not to mention that Walmart payed approximately 20% of what Amazon paid.

In this article: AMZN
Amazon's Acquisitions Create Adverse Reactions
6 years ago

I agree with Knoth, they have started #AmazonFresh, and their partnerships with shipping companies can help them expand with less growing pains. That, and they have some of the greatest minds in the field of supply chain! Who knows what other knowledge and experience those minds hold.

In this article: AMZN
New Home Sales Rebound From April Collapse As Median Price Hits All-Time High
6 years ago

Tyler, it would be interesting to see the median home prices adjusted for inflation over time, do you know of anywhere to see that data?

Tracking Oil’s Swan Song
6 years ago

Do you think that OPEC could react negatively to this fund and the increase in production, or do you think they will embrace the transition and increase in production in order to make oil a cheaper, and thus more attractive energy option?

Amazon's Acquisitions Create Adverse Reactions
7 years ago

Don't forget the logistics network that $AMZN is bringing to Whole Foods! That being shared between the two companies could reduce costs for both of them.

In this article: AMZN
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