09 Apr Sizing the E-Commerce – Bubble or reality?
Amazon has broken out, and in what way, in the daily purchase of food and basic products. Again Amazon not only raises money, it also collects data, and these allow you to close the circle.
Amazon is incorporating a first-level novelty, the unassisted purchase. That is, the supermarket without boxes. And a curious thing is that they have detected that the increase in theft is compensated by the increase in sales due to greater agility in the purchase.
And now I go back to the first question, is there a bubble in a PER of 97 or does the valuation model have to change?