e-commerce
Jeff Keller described e-commerce as an overlooked, idiosyncratic growth area whose independent fundamentals may be compelling, but which has been eclipsed by software and other technology themes. He said such growth stories are less attractive than when they traded at high multiples because investors now have more exciting alternatives 12. Evan argued that Amazon’s expansion strategy depends on increasing users, consumption and addressable markets, particularly in emerging economies, rather than population decline 3.
From the window to Sep 1, 05:30 ET — this window's take is still to be written.
Where the voices land
Nobody took a position in september 2026.
Mentions
2 in September 2026Stories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Dan Nathan 1 mention
- Dan Niles 1 mention
- Erik Townsend 1 mention
See what your own voices say about e-commerce, every morning.
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