Next Post

Buy Google Stock And Short Amazon: Trading Irrational Dispersion

Wed Jul 20 , 2022
Dzmitry Dzemidovich Thesis Amazon.com, Inc. (NASDAQ:AMZN) is an amazing business, no doubt. But relative to Google/Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL), the company’s stock is clearly overvalued. What’s more, Amazon’s bull case is often supported by the secular growth of the cloud business. But Google also has a cloud business. Although smaller, […]