Russo: Amazon possesses a winner-take-all advantage in per-unit distribution costs
Tom Russo · Thomas Russo – All About Google (Capital Allocators, EP.90) · Mar 11, 2019 · at 22:24
Value investor Tom Russo analyzes Amazon's delivery logistics moat and its long-term competitive durability.
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“Now, Amazon has kind of first mover advantage and probably a winner take all advantage in terms of the distribution cost per unit. That's something I completely missed. I mean, that, that notion that they are actually delivering more packages now, faster and with more delight than the post office, with designs that make the likelihood of problem-free delivery higher, because no one knows delivery like they do. It's a competitive advantage that'll be hard to wrest away.”
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