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Buy Google Stock And Short Amazon: Trading Irrational Dispersion

Dzmitry Dzemidovich Thesis, Inc. (NASDAQ:AMZN) is an amazing business, no doubt. But relative to Google/Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL), the company’s stock is clearly overvalued. What’s more, Amazon’s bull case is often supported by the secular growth of the cloud business. But Google also has a cloud business. Although smaller, […]