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


To: E_K_S who wrote (61068)7/19/2018 2:32:52 PM
From: Jurgis Bekepuris  Respond to of 78958
 
AMZN - there are people who try to value it based on sum of parts. It's not that easy to justify current market cap IMO. I don't really try to...



To: E_K_S who wrote (61068)7/21/2018 6:32:40 PM
From: Graham Osborn  Read Replies (1) | Respond to of 78958
 
Amazon will never make money in retailing. Even Amazon employees seem to agree on that. So the question is: (1) how much do you think AWS is worth (2) as the retail platform becomes more of a self-serve SMB platform are there complementary businesses that will be high-margin?

If Amazon ever has a mediocre revenue growth year (eg 10%) it is going to be nuclear war on Wall Street.