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  • Paulo Santos
    AMZN FCF TTM down almost 50%, cash $1bn lower yoy, etc. Guidance was lower as well.
    4/26/12
    Reply (10)
    • OneLongTrade: Paulo, any word on the margins? Still razor thin as always?
      4/26/12
    • Paulo Santos: Yes, nothing new. As I said, the beat is based on a one-off. The reaction seems absurd given that the P&L is peppered with bad news.
      4/26/12
    • OneLongTrade: Agreed. It's popping more than AAPL did after earnings and those earnings were the definition of a blowout.
      4/26/12
    • OneLongTrade: Companies with questionable fundamentals continue to be bid up and up. How does one invest on fundamentals in this market?
      4/26/12
    • Paulo Santos: Some analysts should pick up several of those things (op cash flow down, fcf down heavily, cash down, guidance weak, one-off gain).
      4/26/12
    • Josh Krause: Puts at open will be interesting. Especially if the overall market sells off on GDP numbers and Europe fears.
      4/26/12
    • dieuwer: Amazon tops Street targets Shares surge more than 14% in after-hours trading
      4/26/12
    • dieuwer: http://on.mktw.net/IIHjaG
      4/26/12
    • Paulo Santos: Nobody seems to see the one-off gain ...
      4/26/12
    • Josh Krause: Doesn't matter Paulo. Doesn't matter until the big money gives up. No idea when that will happen.
      4/27/12