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Europe Capital's avatar

They are absolutely killing UPS, DHL and FedEx

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Jimmy Investor's avatar

Yes!!! It’s becoming increasingly difficult to compete with the Amazon ecosystem...

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Andrew Rogers's avatar

I can’t comment much on this but I view this article as being highly insightful.

It’s about giving other companies the basic building blocks and Jassy’s recent shareholder letter confirms some of your thinking.

Thanks for the great write up!

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Jimmy Investor's avatar

Thank you for your comment and attention, Andrew!

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