Nayut’s Perspectives

I’m here to share my thoughts and perspectives that, hopefully, are of some value to you.

You can check out the Twitter threads that I have written below:

• Understanding AWS

• Understanding the true earnings potential on the retail side of Amazon

• Understanding the value of AWS and Amazon Retail integration

• Shopify’s opportunities and challenges

• Time Taker and Time Giver

• Comparing the e-commerce business of Sea and Amazon

• Customer acquisition cost and business quality

• Systemic factors & Facebook’s Feb 2022 sell-off

• Understanding GCP