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Timothy Phillips
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Tim Phillips is CoFounder and Senior VP of Empower Semiconductor. Mr. Phillips also provides high-tech marketing and financial consulting services. Mr. Phillips has held executive positions in the semiconductor industry for twenty years including Vice-President & General Manager of a $140... More
  • Soros' Selling Of Amazon Position May Be The Catalyst For A Broad Sell Off 1 comment
    Feb 15, 2013 8:36 AM | about stocks: AMZN

    George Soros exited his entire position in Amazon (NASDAQ:AMZN) in his latest 13G filing. This could finally provide the catalyst for broader fund selling as fund managers may have lost their cover in explaining to their management why they held onto a momentum bubble stock with astronomical valuations after Soros decided the stock had gone to far and took profits.

    Disclosure: I am short AMZN.

    Stocks: AMZN
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  • Compo
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    I like your analysis. I have been getting ready to short AMZN, One remaining question is out there. What other tool to they have to generate FCF from other than operations which they have exhausted as you point out. Well at roughly $3B Ebitda for 2013, I would guess they ca hit the debt markets one more time and take on 2 X Ebitda or $6 B, roughly $2B more. so the question is when to go short. Joe Compofelice
    3 Jul 2013, 04:06 AM Reply Like
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