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  •'s Investment In Fulfillment Can't Be Much Slower [View article]
    Another saying is when TSHTF you may not have time to put on your foul weather gear
    Dec 19 07:00 PM | 2 Likes Like |Link to Comment
  •'s Investment In Fulfillment Can't Be Much Slower [View article]
    Yes the biggest issue for AMZN bulls is that they somehow think AMZN will one day put the pedal to the metal and start increasing their margins... fact is this will never happen both for the reasons mentioned above re: fulfillment/warehouse costs... and by the nature of price competition on the internet... yes they will continue to grow rev's (maybe not as much as some hope as evidenced by todays report of only 13% y.o.y. growth in holiday e-commerce!!) but they will never be able to raise gross or operating margins much if at all... even in the cloud they have recently announced drastic price reductions to stay competitive/ gain share
    Dec 19 06:49 PM | Likes Like |Link to Comment
  • Amazon: Is The Bubble Repeating? [View article]
    english please!!!?
    Sep 10 06:45 PM | Likes Like |Link to Comment
  • Is It Intelligent Investment Behavior To Buy Amazon When Its P/E Is Over 100? [View article]
    will patiently hold AMZN until $400, or Bezos first successful spaceship launch, whichever comes first
    Sep 10 06:36 PM | Likes Like |Link to Comment
  • Bear Hunting Along The Amazon [View article]
    IMO a very reasonable forward P/e for Amzn is 30x 2014 earnings of roughly $4... assuming they can grow that number 30% a year for ten years which is a big IF, $120 would be a good entry point
    Sep 10 04:11 PM | Likes Like |Link to Comment
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