Blue Duck Capital, a long-term shareholder of Amazon (AMZN) common stock, issued an open letter to the Amazon Board expressing concerns about the lackluster performance of the company's stock. Blue Duck suggested initiatives, including: initiate a formal and significant capital return program; improve on inefficient business execution across AWS and retail businesses; provide more transparency around substantial projected A.I. Investment; leverage Whole Foods' market position to better capitalize on growing national health food movement; and refocus Amazon Studios, Wondery and all related media verticals to realign capital spend with viewership.
Blue Duck is a long/short equity investment manager focused on thematic opportunities within Technology, Media, Telecom, Consumer, and Industrial sectors.
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May 01, 2026 15:54 ET Central banks dominated the economics news flow this week with almost all major ones announcing their latest policy decisions and many boosted expectations for a rate hike in June. In other news, several countries released the preliminary data for first quarter economic growth. In the U.S., comments by Fed Chair Jerome Powell were also in focus as his term ends this month.