Amazon: $1trn by 2020E?
Great video: Galloway: Amazon Will Be Broken Up predicting that Amazon will be a $1trn company by 2020E, at which point it will be broken up.
Thoughts?
Great video: Galloway: Amazon Will Be Broken Up predicting that Amazon will be a $1trn company by 2020E, at which point it will be broken up.
Thoughts?
WSO Virtual Bootcamps See all
Popular Content See all
Career Advancement Opportunities
June 2022 Investment Banking
Overall Employee Satisfaction
June 2022 Investment Banking
Professional Growth Opportunities
June 2022 Investment Banking
Total Avg Compensation
June 2022 Investment Banking
Career Resources
Related Events See all
Get instant access to lessons taught by experienced private equity pros and bulge bracket investment bankers including financial statement modeling, DCF, M&A, LBO, Comps and Excel Modeling.
Comments (15)
could see a google / alphabet style holding company for Amazon.
True, reasoning at the end of the video also makes sense and is right down that alley.
See my Blog & AMA
Interesting video.
This podcast touches on some anti-competitive behavior from Amazon and other silicon valley companies: https://bloggingheads.tv/videos/46629
Noob question incoming: I've seen, for example, 2020E or 2020F - what does that mean?
Expected/Forecasted A is Actual
-

- Learn more
- | Suggested Resource
Learn More300+ video lessons across 6 modeling courses taught by elite practitioners at the top investment banks and private equity funds -- Excel Modeling -- Financial Statement Modeling -- M&A Modeling -- LBO Modeling -- DCF and Valuation Modeling -- ALL INCLUDED + 2 Huge Bonuses.
Learn moreThanks for explaining. + sb
Why did you need to indicate that 2020 was 2020E. Would someone have confused it for actuals? lol
Habits die hard.
See my Blog & AMA
I wish Amazon had more legitimate sellers. I haven't started using Amazon until I reached the UK and before actually using the service I thought you would be buying products from the producers.
But when buying stuff i've realized I was buying from 3rd parties, I wish Amazon will fix this in a way by actually becoming a global internet portal for legitimate business and not 3rd party vendors.
Now, I know that the process of becoming a vendor in Amazon is a long process, I just feel like I can trust my products even more knowing they come from the producer.
~30% annual stock appreciation? Maybe. It bested 30% annually over the last 5 years, so it's plausible. However, it's equally as plausible that diminishing marginal returns principle eventually kicks in. Also, the last 5 years has seen an historical stock market bull market, so Amazon has definitely benefited from that. What if the larger market becomes less bullish?
It's hard to imagine a company that made $2.3B in 2016 being valued at $1T in 2020--the ratios would be just nuts. But who knows? Seems like stock prices have become more and more divorced from the principle of PV of future cash flows that it wouldn't shock me to see such an insane run-up in valuation.
Array
Just as a point of comparison, Apple is valued at I think about $750B and its 2016 earnings were $45.7B. So, I mean, yeah, it's possible Amazon could be valued at $1T, but, ya know, that would strike me as pretty amazing.
Array
Lol diggin the finance douche "2020E" as opposed to just saying 2020 like a regular person.
Real recognize real
See my Blog & AMA
Jeff Bezos is shredded.
Esse dolorem vitae ut illo. Quia dolorem aspernatur quam voluptatem qui nostrum ut. Voluptatum inventore minima earum consectetur. Et et assumenda illo inventore qui porro repellat. Impedit fuga ipsum dolorum quia minima laboriosam. Dolores vero assumenda odit eos expedita quibusdam.
Nihil magnam voluptatem repudiandae ipsam eum perspiciatis. Maiores nam quia natus amet beatae. Deserunt in voluptas sed sit quibusdam quo. Voluptatem velit qui quas ut minus. Sunt est quidem commodi odit eum. Alias qui vero molestiae et quidem dolores facilis dicta. Quod nobis officiis aut libero sit eius. At facilis maxime ducimus.
Et reiciendis est sint qui eum qui amet provident. Velit eos praesentium commodi eligendi velit exercitationem aut. Voluptates dolore nobis nostrum illum consequatur qui.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Want to Unlock by signing in with your social account?
See my Blog & AMA