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

To: Paul Senior who wrote (69599)	1/23/2022 1:24:19 PM
From: Madharry	2 Recommendations Recommended By JohnyP petal Read Replies (1) \| Respond to of 78464

this analysis of amazon seems ludicrous to me. I would not value anything as a multiple of sales and who thinks retailers should sell for 35 times normalized earnings? if people are willing to pay so much for cloud then have a look at BABA and BIDU which dominate the china cloud market and the runway there is immense. having said that I am grateful that people are willing to pay so much for amazon stock that i can benefit from it as a consumer. i dont see any reason to pay a huge multiple for amazon when you can buy homebuilders at like 6 times earnings or a qualcomm at 15 times forward earnings. I think of all the fang names the most interesting might be facebook. they are just really good at stealing data and then marketing it. I was surprised to find out that even before i had a facebook account they were getting data from my brokerage accounts. there is like zero privacy . for that reason I am not sure that closing my facebook account would do any good.