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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Everyone. I own AMZN and SHOP in equal amounts. Should I sell one and use the proceeds to buy the other? If yes which one do I sell? I have a triple gain on AMZN and a six times gain on SHOP.. Clayton
PS only buy the best of the best…
Asked by Clayton on April 12, 2024
5i Research Answer:

Keep in mind we cannot personally direct answers so these are general comments only. Although both companies operate in the same field of e-commerce fundamentally, we don’t think there is too much overlap between the two.

SHOP pursues a capital-light business model that does not get involved too much on the logistics side of the business (anymore). Instead, SHOP operates largely as a software company that provides all the tools for businesses to build their own online presence and thereby charge subscription and payment fees.
On the other hand, AMZN is more capital-intensive, it charges fees and advertising from third-party sellers, as well as Prime subscription which is more similar to COST’s business model. On top of that, the AWS is a completely different business.  We don’t think there would be too much overlap owning both, and winners just keep winning. We would prefer owning both rather than loading up on one. 

Authors of this answer, directors, partners and/or officers of 5i Research and/or affiliated companies have a financial or other interest in AMZN.