Finance Journey

  Introduction: AMZN has built a strong business model, creating a global logistics network to connect consumers to sellers all over the world. This behemoth of a business inadvertently makes AMZN irreplaceable in our day-to-day life, the convenience and speed at which AMZN offers its services is unparalleled by many companies. Because the company takes a long-term view on returns, it chooses to forfeit short-term gains for longer-term returns. On top of its logistics business, AMZN is also involved in cloud computing the next frontier with large growth potential, all these show the forward-thinking acumen its leaders have. Investment Thesis: Established Logistics Network AMZN’s most compelling competitive advantage is that it has an established global logistics network that no other company can replicate without substantial monetary and time investment, through controlling its own logistics network by purchasing its own cargo ships and leasing planes ( SOURCE ). AMZN can control w...

Introduction: TSLA is the world's most renowned Electric Vehicle(EV) automaker, catalyzing the world's acceleration towards Internal Combustion Engine (ICE) Vehicles. TSLA has become the gold standard for what a high-quality EV stands for, all thanks in part to their founder's vision and belief in renewable energy especially during the tumultuous early years of TSLA. TSLA no longer just stands for EV but renewable energy, having branched out into Energy Storage, and Solar Panels. TSLA hopes to create an ecosystem for renewable energy from charging to energy storage to the vehicle used, all this tied together by dedicated software created by TSLA at every point of contact in the ecosystem. This ecosystem business model has seen massive success as evident from businesses like GOOG, AAPL, and MSFT. I believe the next frontier of growth for TSLA comes from energy storage rather than automotive, however automotive will still account for the largest chunk of revenue for TSLA. Mar...