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Article 19 Article 20
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Article 19
Content appears freely accessible with no paywall indicated. Supports public access to information. Mild positive modifier.
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Maybe the novelty of Amazon has worn off. I occasionally purchase from their UK site, and it’s filled with tricks to get me to sign up for Prime upon checkout. Really horrible workflow and design decisions, cheapening the experience. I now see similar changes to the US version: ‘you saved $15 in shipping by being a Prime member with this purchase’ and ‘last year you made 211 sustainable product purchases’.
Guys, quit being so desperate. Concentrate on quality items at competitive pricing and fast delivery. Don’t turn into TJ Maxx.
My Echo, that I use solely to voice activating lights and switches, is now an ad machine and one bad day away from going in the trash. Next time you do a wave of layoffs, please include everyone involved in these horrible decisions.
Next time Amazon goes low I'm sure he'll buy it all back at a discount. With all his wealth he can get away with slow patient investing with swathes of cash.
Amazon is pretty volatile stock at the moment, as are most companies that chase the AI bandwagon. I don’t think Amazon is doomed but the companies chasing AI are in for a rough time.
Plus continuing waves of layoffs will lead to more frequent and longer AWS outages, and lower quality of retail products will hurt that side of Amazon.
Large stock sales always make headlines but they don't automatically signal bearishness or really anything else. After all what's the point of investing if you never realize gains?
Amazon's core business does not make sense. Despite being so massive, their retail operation makes almost no money. There is little market share left for them to win, the best they can do to grow is shave expenses.
AWS has been their real money maker, but also the explosion of AI and server farms has worked against them in threes ways: there is much more competition on infrastructure, the costs to run infrastructure keep going up, if you're looking for a growth industry there are other more appealing stocks now to park your capital.
It's right in the post, but just to save folks a click it's a 77% drawdown in the position so it's a substantial move. I see they also trimmed Apple, but, for comparison's sake, looks like that was only a decrease of 4.3% of the position.
Amazon spent last year 100B in Capex. They announced they will spend 200B this year. These numbers are INSANE. Greater than GDPs of entire countries.
They literally don't have the cash to do it. Either they need to grow their cash flow significantly, or deplete their cash reserves or take a huge loan (likely a combination of them).
Jassy is playing Russian roulette with the company and his career.
I’ve heard that Amazon’s capital expenditures have exceeded its annual cash flow, leading it to borrow and cut jobs to fund AI investments. Unlike Microsoft and Google, which appear able to fund capex internally, Amazon seems to be in a costly growth race with deeper-pocketed competitors. My view, this could mean continued heavy borrowing and limited to no profitability in the near term.
My view of Amazon's decline comes from being a "partner" in their seller and publisher ecosystems for years.
The seller platforms in particular (Brand Registry, Vendor Central, Seller Central, Transparency, etc.) have crippling levels of technical debt. The situation has only gotten worse with Jassy's reckless directive for the entire organization to push into Generative AI (https://www.aboutamazon.com/news/company-news/amazon-ceo-and...). So much basic stuff is just breaking down, and seller support is overwhelmed or unable to intervene to fix the mess.
You can see a small sample here involving problems with product attributes (https://sellercentral.amazon.com/seller-forums/discussions?s...). Google "Amazon AWD delays" or "Amazon CSBA problems" or "Amazon remote fulfillment problems" to see examples of programs that are unable to provide even basic levels of the services promised to sellers.
Meanwhile, Amazon has been so greedy with fees since Jassy took over that sellers of all sizes and many small to midsized brands are being squeezed out of existence or driven off Amazon. Its PPC ad platform is completely predatory, loaded with dark patterns and hidden defaults that add billions to top-line revenue while strip-mining the accounts of sellers who often have no choice but to participate in the auctions.
It's clear that Amazon is running scared when it comes to dealing with new competition, including the Chinese shopping sites and the looming prospect of agentic AI and other new AI-powered shopping tools eating its lunch. For the first time ever last month, I saw an Amazon search results (via Rufus) that actually directed shoppers to third-party brand sites. This would have been heresy 5 years ago.
The purchasing experience when you buy direct from companies now is usually much easier than it was years ago. A lot of people instinctively turn to Amazon because its one click and stuff is on its way, but with the new payment integrations even small companies have a pretty close to 1 click experience as well. So when I think of buying something on Amazon I always check the actual brands website first now, because I don't want to support Amazon at all or force sellers to eat the overhead.
Did Amazon hit any major setbacks? Like some antitrust issue? There was talk in Europe about how Amazon should be legally responsible for everything sold on the platform in terms of safety, authenticity and so on even if things are sold directly by third parties. Has that actually happened anywhere? It would make sense but it feels like it would be a financial blow to amazon.
Looks like Berkeshire Hathaway is one way to invest in US shares ex-AI. Except for their smallish holding in Google, they now don't own the big AI spenders, whose shares have risen so much in the past year.
I guess they don't see value in Amazon shares any more. AI spend will probably hit their aws profits.
Note that the listing of shares they own doesn't include the companies that are subsidiaries. Like Geico and other insurance companies, BNSF Railway, Berkshire Hathaway Energy, etc.
Just to clarify because it seems like most of the comments aren't understanding. Berkshire sold the Amazon stock in the fourth quarter of last year meaning it is likely the last large move Warren Buffett is going to make as head of Berkshire as he stepped down on December 31 of 2025. That's why the article is titled that way and partly why its significant. Warren Buffett has traditionally been averse to tech stocks but picked up a slug of Amazon in 2019.
I have a simple lagging indicator for the US economy, and it's this: when the ads you see focus on price not features, and especially of food, the economy is in a hole and no amount of government sunshine (from either party) persuades me otherwise. In those times, head towards essentials. Food, consumer staples, healthcare. Stay out of tech.
We have ads now for discounts at Taco Bell. Not even Pizza Hut. Taco Bell!
Makes sense. Amazon is making VERY bad investments just to pump Bezos' personal investments in related industries
Score Breakdown
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PreamblePreamble
Article is factual financial reporting. No observable advocacy regarding fundamental human dignity or equal rights. Score regression to neutral.
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Article 1Freedom, Equality, Brotherhood
Financial reporting content does not directly address equal dignity or rights. No observable evidence either way.
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Article 2Non-Discrimination
Content contains no discrimination or exclusion based on protected characteristics. Neutral reporting context.
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Article 3Life, Liberty, Security
Right to life, liberty, security not addressed in financial reporting content.
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Article 4No Slavery
Slavery and servitude not addressed in financial reporting context.
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Article 5No Torture
Torture and cruel treatment not addressed in financial reporting context.
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Article 6Legal Personhood
Right to recognition as person before law not addressed in financial reporting.
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Article 7Equality Before Law
Equality before law not addressed in financial reporting context.
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Article 8Right to Remedy
Right to remedy for violation not addressed in financial reporting.
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Article 9No Arbitrary Detention
Arbitrary detention not addressed in financial reporting context.
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Article 10Fair Hearing
Right to fair and public hearing not addressed in financial reporting.
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Article 11Presumption of Innocence
Presumption of innocence not addressed in financial reporting context.
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Article 12Privacy
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Content reporting on stock transaction is factual news reporting. No arbitrary interference with privacy/reputation observable. Public disclosure of corporate filings is standard practice. Mild positive for transparency in financial markets.
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Article 13Freedom of Movement
Freedom of movement not addressed in financial reporting.
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Article 14Asylum
Asylum and nationality not addressed in financial reporting context.
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Article 15Nationality
Nationality rights not addressed in financial reporting.
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Article 16Marriage & Family
Marriage and family rights not addressed in financial reporting context.
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Article 17Property
Property rights context present but in value-neutral financial reporting; no deprivation narrative observable.
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Article 18Freedom of Thought
Freedom of thought, conscience, religion not addressed in financial reporting.
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Article 19Freedom of Expression
Medium Framing Practice
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Article reports on publicly disclosed financial information (SEC 13-F filing). Factual journalism supporting freedom of expression and access to public information. Free accessible publication supports information dissemination. Mild positive signal.
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Article 20Assembly & Association
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Content represents factual financial journalism without apparent advocacy for illegal assemblies or forced association. Neutral structural approach. Mild positive for enabling free information assembly.
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Article 21Political Participation
Political participation and will of people not addressed in financial reporting.
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Article 22Social Security
Social security and economic rights not addressed in financial reporting context.
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Article 23Work & Equal Pay
Work, employment, and fair wage not addressed in financial reporting content.
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Article 24Rest & Leisure
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Article 25Standard of Living
Health, food, and standard of living not addressed in financial reporting.
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Article 26Education
Education rights not addressed in financial reporting context.
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Article 27Cultural Participation
Low Framing
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Financial reporting on corporate portfolio decisions. Tangential relation to cultural participation through economic data. Very mild positive for economic information accessibility.
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Article 28Social & International Order
Social and international order for rights not addressed in financial reporting.
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Article 29Duties to Community
Duties to community not addressed in financial reporting.
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Article 30No Destruction of Rights
Prohibition of activities contrary to UDHR not addressed in financial reporting.