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Strategies & Market Trends : Value Investing

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To: Jurgis Bekepuris who wrote (61065)	7/19/2018 9:06:49 AM
From: E_K_S	Read Replies (2) of 78958

I see AMZN comes up w/ their Twitch ownership interests. AMZN has their finger in alot of start-up businesses, which to me makes an argument to just own a few AMZN as a GARP stock. Their recent purchase of PILLPACK provides a compelling bolt-on business for AMZN. I have Kaiser for my prescriptions and they no longer mail prescriptions out of state. PILLPACK has certification for mail order fulfillment for 48 states. There was some speculation that AMZN would accept bitcoin for payment. Wonder if they would offer PayPal/SQ type services. It seems like w/ their scale it makes them the preferred vendor/customer. Other eSports & gaming compsnies may/could use the AMZN cloud services too, so their is that aspect to consider. Have you looked at AMZN's value/growth from that perspective and maybe this is the company that s/d be owned using the basket ownership theory. I still have a very hard time owning a company paying a 290 PE. In 2016 I thought $500/share may/could be an ok entry point but at $1,843/share I have a hard time justifying that high price. Good Investing EKS

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