“Amazon” but the multiple on it already has it factored in.
Yeah already own them. Looking further upstream to the manufacturers. Who are the unknowns/small caps?
AMZN announced “Netflix” for books today; https://www.amazon.com/Kindle-eBooks/b/ref=ARRAY%280x9a49b87c%29?_encoding=UTF8&ie=UTF8&node=9578129011&pfShowFeatures=&ref_=amb_link_423205082_3&ref_=amb_link_423205082_3