Amazon Widening Moat With Prime, Alexa And Echo Integration

Sentiment rings true in Seeking Alpha article by Gary Bourgeault Amazon Widening Moat With Prime, Alexa And Echo Integration

Amazon (AMZN) thesis continues to be that the company is innovative and is well run and dominant in industry segments that have large market sizes including Retail (E-Commerce), IT Infrastructure and Services, Advertising, Entertainment. The company can grow in these markets with disruption and also seamlessly enter new adjacent markets over time and its innovation ability and competitive differentiation including Alexa, Prime and Logistics are key drivers.

Major threats to Amazon are Regulations and Government Interventions.

Mritik Capital Top Picks for 2018

Mritik Capital Top Picks for 2018 Include the following.

1. Brookfield Asset Management (BAM) Recommend Buy Under $42
2. Brookfield Property Partners LP (BPY) Recommend Buy Under $21.50
3. Brookfield Property Partners LP (BIP) Recommend Buy Under $42
4. Brookfield Renewable Partners LP (BEP) Recommend Buy Under $25
5. Brookfield |Business Partners LP (BBU) Recommend Buy Under $30
6. Berkshire Hatheway Inc (BRK-B) Recommend Buy Under $175]
7. Amazon Inc (AMZN) Recommend Buy Under $950]
8. Google Inc (GOOGL) Recommend Buy Under $930
9. Canadian National Railway Inc (CNI) Recommend Buy Under $72
10. Liberty Global Inc (LBTYA) Recommend Buy Under $30

To get the full list of 2018 picks and to subscribe to  subscribe by contacting Mritik Capital Equity Advisor Newsletter and Alerts

Brookfield Private Equity Business Starts 2018 with a Bang!

Brookfield Asset Management (BAM) to reach the $500B AUM target by 2022 needs to make great strides in Private Equity. Brookfield Business Partners LP (BBU) Starts 2018 with a Bang!

BBU announced two deals in first week of Jan 2018.

1. Brookfield to Buy Westinghouse Nuclear Business and Brookfield Goes Nuclear.
2. Brookfield to buy 75 pct stake in Schoeller Allibert for $310 mln

Mritik Capital Top Pick is up 100% from Jan 2016 to Jan 2018. Even at $38 per unit price BBU has potential to deliver huge upside if Graftech and North American Palladium investments can be exited at good valuation in the ongoing commodity upcycle.