Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: 16yearcycle who wrote (57225)	10/25/2014 3:02:44 PM
From: Bill Harmond	3 Recommendations Recommended By 16yearcycle Glenn Petersen John Carragher Read Replies (1) \| Respond to of 57684

I added 10% to my position after-hours Thursday. I have no doubts about Amazon's vision, but the price of the shares is sentiment-driven, and I imagine the stock could be held back near-term by news like free shipping this season by Target, and whatever else comes along. I think analyst Mark Mahaney at RBC is the guy to follow most-closely. The fact remains that e-commerce is growing at 2x bricks-and-mortar retail, and Amazon.com is growing at 2x e-commerce. IMO there is strong bias against Amazon in the press and particularly on CNBC. The later's documentary on Amazon was badly slanted, imo. Not sure why exactly...because Jeff Bezos didn't participate, but did on 60 Minutes? Because a veteran Bloomberg reporter wrote The Everything Store? Who knows... The Times' Paul Krugman is in a swivet about Hachette's impasse with Amazon, which sounds to me like eastern print elitism. Jeff Bezos' ownership (and growing newsroom staff, in the face of severe newsroom cutbacks across the industry), and $19 annual digital subscription rate at the Washington Post has them crazed, too, i imagine. Finally, getting big fast in India, the world's largest democracy (and soon the world's most-populous country), seems like a shrewd bet.

To: 16yearcycle who wrote (57225)	10/26/2014 1:21:01 AM
From: Bill Harmond	Respond to of 57684

In this Mahaney lecture (from last fall it seems) he spells out his business case for Amazon. vimeo.com

To: 16yearcycle who wrote (57225)	10/31/2014 5:48:41 PM
From: Doren	Read Replies (2) \| Respond to of 57684

Didn't ask me but here's my 2¢ worth: siliconinvestor.com You'll note the reply's are to me speculating I was thinking it was a good short 5/17/2013. Luckily I'm paranoid. Timing is tough on shorts. IF... IF Walmart gets their act together Amazon can do nothing. Say you are a college kid and you want a baby fridge for your little dorm room. You can order it from Walmart free shipping and pick it up at a store. Amazon has to pay to have it delivered to your dorm. For Wally it comes on truck that were driving there anyway. Same with HomeDepot. I buy online from all three when it makes sense. That kind of a price war would destroy the non-existant margins Amzn already enjoys. Cloud? Way low margin business. Where are any profits going to come from there? Hardware? Well last quarter just about summed up their hardware business didn't it. Caveat Emptor: I have a chip on my shoulder about how they treated me as a vendor. I complained about their website and they banned me from selling claiming I had bad feedback. My feedback was 99% positive.