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krk

12/29/10 9:51 AM

#76 RE: Cast Iron #75

Sure, you can call it "Conspiracy Theory" or what I would prefer to call it - "Think Like a Criminal" fit for our rough & tumble casino called the stock market.

However, with all the dubious practices Amazon engages in (for example, abusing Sales Tax loopholes by setting up divisions with "Entity Isolation" legal voodoo), this may not be merely my "conspiracy theory" fertile imagination.

One thing to keep in mind though is, even if my theory is true, Bezos can play this game with impunity over many years (don't forget he still owns 88 millions shares), so it is not quite yet a shortable insight. Remember how long it took for Madoff's scheme to unravel?