Amazon And Shopify Enhance The Expansion Of Their Partnership -- Reflections On The Magnificent Seven -- September 18, 2024

Locator: 48313MAG7. 

Not on my bingo card today! AAPL. On relatively "bad news" for AAPL it's having quite a day:

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Magnificent 7

New tag: Magnificent 7.

Enhancing the partnership: Amazon and Shopify.

This is so unlike any other sector in which to invest:

• relative monopolies
• unique strengths
• the average investor can actually "keep track" of a handful of companies
• behemoths 
• market values are incredible
• cash hordes for some are also incredible
  
• margins, amazing
  
• partnerships
• a different kind of competition, because they each depend on the other in some way, shape or form
• with some exceptions, their only raw material -- silica and brain power

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Ticker BRK

Flat.

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Flashback

Copy of Arianna's financial newsletter, April, 2005.