Discover and read the best of Twitter Threads about #bradstone

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A Sell report by a convertible bond analyst about a company starting with “A” that didn’t quite go right in retrospect…

This one goes back 20+ years and imo is One of the most interesting phases of Amazons history - it’s journey through the dot com bust…let’s dig in…#AMZN
The report was written by Ravi Suria - a Chennai boy when he was all of 29. Imagine what it might have taken to take head on internal pressure, board me,get pressure and from the company targeted…he admitted it ruined his life for two years sfgate.com/business/netwo…
If we imagine ourselves at that time, How to react to such a caustic congruence of red flags??100s of M$ burnt in failed e-comm acquisitions, high attrition in senior team, lack of confidence amongst internal senior team, list of failed initiatives outnumbered ones that succeeded
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