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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Jurgis Bekepuris who wrote (61065)	7/18/2018 11:25:02 PM
From: Spekulatius	Read Replies (1) \| Respond to of 78958

I agree on ATVI, which I followed. The stock was in the low teens, had a good balance sheet, but not that much growth and it seems like thr costs were rising faster than the revenues. What happened to change the economics? I do think what happened is that some people spend huge amounts on free2play MMG games actually. you used to be able to buy a game for $30-60 , but that was all you had to pay. Now a lot folks spent as much on accessories per month without thinking too much. The server based games are getting continuously developed , so they have a longer lifespans and it appears to cost less compared to dona complete do over to bring out a significantly improved version. Not sure that’s all there is too I though.

To: Jurgis Bekepuris who wrote (61065)	7/19/2018 9:06:49 AM
From: E_K_S	Read Replies (2) \| Respond to 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