The following video is part of our "Motley Fool Conversations" series, in which analyst John Reeves and analyst Jason Moser discuss topics across the investing world.

John and Jason talk about Amazon.com's recent earnings. Jason examines Amazon's long-term strategy and offers up his assessment of its progress. The video concludes with Jason's outlook for Amazon in 2012 and beyond.

The retail sector is full of industry winners and losers. To learn about a few, we invite you to take a look at The Motley Fool's special free report: "The Death of Wal-Mart: The Real Cash Kings Changing the Face of Retail." In it, you'll see which retailers are able to consistently outperform and how two cash kings are planning to ride the waves of retail's changing tide. You can access it by clicking here.