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Voices on Amazon

Why people invest, in their words, next to the SEC numbers.

Voices · third-party opinions, not SEC data

Not investment advice. They could be wrong or outdated. See the original source and date; the view may have changed.

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2 of 56 Voices · Deutsch

AMZNBill AckmanInvestorAug 12, 2026Invests

Our summary: Pershing's Q2 2026 letter argues capex worries understate Amazon's resilience, citing AWS growth accelerating to more than 30% and retail share gains, and expects 20%-plus long-term earnings compounding.

“These concerns understate the resiliency of Amazon's business and its significant growth runway”

Pershing Square letter ›
Details ⓘ
Speaker
Bill Ackman, Pershing Square
Role
Investor
Source
Pershing Square
Format
Fund letter
Date
Aug 12, 2026
Checked
Oct 15, 2026

Voice details · not SEC data. As stated on Aug 12, 2026; the view may have changed.

AMZNSteve WeissInvestorFeb 27, 2026Skeptical

Our summary: Weiss said he sold Amazon: he thinks its capex plans make sense and will pay off, but the timeline is long and AI disruption of the labor market may weigh on the stock.

CNBC article ›
Details ⓘ
Speaker
Steve Weiss, Short Hills Capital Partners
Role
Investor
Source
CNBC
Format
News article
Date
Feb 27, 2026
Checked
Oct 15, 2026

Voice details · not SEC data. As stated on Feb 27, 2026; the view may have changed.

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