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David Tsao » Comments » Single Comment
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You have to be careful following Mark Mahaney. He had a price target of $119/share back in Jan/2008 and was throwing out unfounded Kindle sales projections drawing analogies to iTunes business model recently.
Apr 22 10:09 am
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All Comments by David Tsao »3 Reasons Why Mahaney Thinks Amazon Can Go Higher [View article]
A quote from Mark back in Jan/2008
"Margin Expansion alone could drive double-digit EPS Growth"
3-months later in Apr.2008 his research comments for AMZN,
"The margin outlook is disappointing"
Amazon continues to operate with low margins. They've had impressive top line growth in this environment, but until margins expand to justify the valuation, I'm staying away. You'd be wise not to digest too much of Mark Mahaney's analysis.