Tag Archives: AMZN

The Future of Streaming

It’s beginning to look a lot like cable. 85% of US households have at least one video streaming subscription. Many subscribe to five or more. The fastest growing segment of streaming is ad-supported, and Netflix and Disney are both about to start running ads as well. The total price of a household’s streaming subscriptions, the […]

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Amazon.com In Thin Air

The following is from the August issue of The Kelly Letter, which went out to subscribers last Sunday morning. I wrote two weeks ago about Amazon (AMZN $237): “Amazon, despite being a company I love, is a stock I hate. From $247 last October, it fell to $180 by the end of last year during […]

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