Comments (15)

Jul 19, 2017

could see a google / alphabet style holding company for Amazon.

Jul 21, 2017

True, reasoning at the end of the video also makes sense and is right down that alley.

Jul 19, 2017

Interesting video.

This podcast touches on some anti-competitive behavior from Amazon and other silicon valley companies:
https://bloggingheads.tv/videos/46629

Jul 19, 2017

Noob question incoming: I've seen, for example, 2020E or 2020F - what does that mean?

Jul 19, 2017

Expected/Forecasted
A is Actual

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Jul 21, 2017

Thanks for explaining. + sb

Jul 21, 2017

Why did you need to indicate that 2020 was 2020E. Would someone have confused it for actuals? lol

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Jul 21, 2017

Habits die hard.

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Jul 21, 2017

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.

Jul 21, 2017

~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.

Jul 21, 2017

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.

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Jul 21, 2017

Lol diggin the finance douche "2020E" as opposed to just saying 2020 like a regular person.

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Jul 21, 2017

Real recognize real

Jul 21, 2017

Jeff Bezos is shredded.

Jul 21, 2017
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