$亚马逊 (AMZN.US)$ <A|913256180>
我一直相信数字可以讲述一个故事。它们不会大声呼喊，而是轻声细语。但如果你仔细倾听，通常能在灾难降临之前听到微弱的警告。这就是为什么我特别关注亚马逊（$AMZN），这家看起来太大而难以倒闭的科技巨头，但可能正站在脆弱的基础上。
“习惯的枷锁太轻，直到变得太沉才无法摆脱，”沃伦·巴菲特曾说。亚马逊的枷锁——他们的员工、物流优势和客户忠诚度——开始有所动摇。随着工人罢工不断升级，我相信警示信号比以往任何时候都更加明显。
我一直相信数字可以讲述一个故事。它们不会大声呼喊，而是轻声细语。但如果你仔细倾听，通常能在灾难降临之前听到微弱的警告。这就是为什么我特别关注亚马逊（$AMZN），这家看起来太大而难以倒闭的科技巨头，但可能正站在脆弱的基础上。
“习惯的枷锁太轻，直到变得太沉才无法摆脱，”沃伦·巴菲特曾说。亚马逊的枷锁——他们的员工、物流优势和客户忠诚度——开始有所动摇。随着工人罢工不断升级，我相信警示信号比以往任何时候都更加明显。
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