Edward Chang of Pledge Capital presented his investment thesis on Amazon (US: AMZN) at Best Ideas 2023.
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About the instructor:
Edward Chang is the founder and Portfolio Manager at Pledge Capital. He is a graduate of New York University Leonard N. Stern School of Business. Before founding Pledge Capital in 2016, he worked on the sell side at UBS Equity Research covering consumer retail companies. Pledge Capital is an investment firm headquartered in New York. The firm has a flexible mandate but focuses on small and mid-cap companies. The firm seeks to identify and make concentrated investments in a select group of quality businesses believed to be at growth inflection points.
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brands,
bubble,
capital allocation,
China,
commercial vehicles,
competitive advantage,
container shipping,
culture,
dividend,
dividends,
e-commerce,
inflation,
management team,
moats,
retail,
satellites,
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