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  • One Thing Is Odd [View article]
    Amazon seem to manage well hype and PR and analysts and the press are not being honest or consistent to follow up with stories.

    This is one example
    Aug 19 05:20 PM | 2 Likes Like |Link to Comment
  • Amazon: Profit Is Not In The Dictionary [View article]
    @Bill Maurer. Sooner or latter the market will turn and adjust an irrational price. Good data that show strong headwinds hitting Amazon financials as you so well documented.

    Also there is a serious problem with vendors, publishers and now studios trying to impose "non market" one price policy. Publishers invest in editing, author's advance royalties and in cases translations. Each book is different in terms of costs and content. Also, is not the same to price a Nobel Price winner like Garcia Marquez or a great author like Tom Wolff or JD Salinger with a first time un-edited writer. It was bad policy to claim that publishers are villains and disingenuous to claiming acting in favor of consumers.

    The relevant data Bill published make it unavoidable to see markets turn and eventually fairly price Amazon, beyond PR and hype.
    Aug 18 06:22 AM | 5 Likes Like |Link to Comment
  • Wal-Mart takes advantage of Disney-Amazon pricing skirmish [View news story]
    @Gary 3 Sorry you read it wrong Where do you see 180 change??

    I consistently favor freedom of choice and Free Markets, that is why is so up setting to see a dominante party, Amazon, trying to dictate prices to publishers and now studios

    History and markets eventually will judge and punish Amszon arrogance for trying to impose "non market" price policies and been disingenuous by claiming to act in favor of consumers.
    Aug 18 05:50 AM | 3 Likes Like |Link to Comment
  • Wal-Mart takes advantage of Disney-Amazon pricing skirmish [View news story]
    @Gary J How you will price a Nobel Price winner like Garcia Marquez or a great author a JD Salinger compared with a first time un-edited writer?

    Book are not commodities and in a free market, producers (authors and it's publishers) should determine the price not a retailer.

    By trying to dictate prices to its suppliers Amazon policies seems to follow socialism, not a market economy
    Aug 17 04:23 PM | 5 Likes Like |Link to Comment
  • Wal-Mart takes advantage of Disney-Amazon pricing skirmish [View news story]
    Amazon behaviour with its vendors is unacceptable.

    Trying to force one price for all books is like asking Toyota to price its Lexus equally to its Sentra. Or having a Kia priced as a Porsche.

    Books are unique human products, not commodities or merchandise as Amazon wants to treat them.

    Portraying the publishing companies as Villains is disingenuous and dishonest.
    Aug 17 02:04 PM | 5 Likes Like |Link to Comment
  • Chromebooks Won't Rule The Future [View article]
    Problem with Chrome is a broken ecosystem, like Android with many flavor says vendors. Also Google record of canceling niche projects will discourage institutions to adopt seriously the platform
    Aug 16 04:32 PM | 1 Like Like |Link to Comment
  • A Long-Term Threat To Apple [View article]
    The obsessive reference to an irrelevant measure. Market share of cheap of free phones doesn't have any value in copra action of revenue and profit share. Apple in fact has now increase its revenue share from 56% to 67%

    I hope soon analyst stop using like Marta the concept of market share comparing profitable Apple with other Android brand that loose money or have shirking margins
    Aug 14 03:17 PM | 1 Like Like |Link to Comment
  • Amazon Declares War On Profit Margins, Takes On Disney [View article]
    Great note showing out the troubles Amazon is facing to increase it thin margins an generate profits. At the end is what investors expect.

    You are right Amazon is a phenomenon but things change. Analyst in Wall Street are ignoring the structural problems it face and lack of transparency releasing clear figures on sales and other.

    Amazon is a distributor with no risk producing films or books and is trying to treat this two "creative industries" as commodities and can not be treated as lettuces or tomatoes, which are part now of Amazon strange mix offerings.

    Price and margins should be set by producers letting readers and movie watchers decide if the want to buy it or not.

    Bullying is not what any supplier wants from a distributor. Amazon market share make a powerful force, but times change and fast especially if the power is abused.
    Aug 11 10:30 PM | 2 Likes Like |Link to Comment
  • Amazon halts some Disney movie preorders [View news story]
    If confirmed show this is un-acceptable way to conduct business and use it's position as major distributor to far. Eventually this kind of strategy will backfire, with vendors taking note an look to diversify to other outlets.
    Aug 11 03:19 AM | 4 Likes Like |Link to Comment
  • Update: The Fire Phone Flops Like A Dying Fish [View article]
    I am not sure it will hit the street as it deserve, since the media has shield Amazon, giving it a pass for such a long time
    Aug 11 02:26 AM | 1 Like Like |Link to Comment
  • Update: The Fire Phone Flops Like A Dying Fish [View article]
    Incredible how analysts are still in denial having so much evidence of headwinds hitting Amazon, including this famous Fire phone which as predicted seem now DOA.

    Bravo @Paulo for your patience in showing well documented evidence of this last flop and other problems that some investors refuse to see, making investment an act of faith, ignoring financial metrics to evaluate risk and reward.
    Aug 11 02:22 AM | 4 Likes Like |Link to Comment
  • Why I'm Not Freaking Out About Amazon's Recent Quarterly Losses [View article]
    As @knockdown5iron say, investing is not a matter of faith. For speculators a bit of luck to time opportunities or bubbles like Amazon is today. For long term investors profits and dividend is an objective measure.

    Amazon remained me the acts of faith af thousand of Internet company believers in the late 90's that lost their shirt in 2000.

    By any financial indicator Amazon is grossly overvalued. Platitudes by Amazon management are not good answers for lack of transparency.
    Aug 6 03:05 AM | 1 Like Like |Link to Comment
  • Apple, Samsung end patent battles outside U.S. [View news story]
    After abysmal phone sales numbers from Samsung this quarter and the challenge to move out from Android or became a commoditised Smartphone brand, the Korean company seem to recognise the mistake of trying to copy Apple, a major client for its components.

    Now Samsung should look for viable alternatives to avoid cheap Android market, probably develop Tizen, even if it will be tough. Also they need to improve the quality of their smartphones including Galaxy.

    Settling with Apple make sense to adopt a new strategy. Solve its conflicting ties with Google which have been so costly. HTC went the same rout, which included settling with Apple and now is partnering with Microsoft which seem a better option to Android..
    Aug 5 11:06 PM | 1 Like Like |Link to Comment
  •'s Free Cash Flow Has Not Been Doing Too Well, Either [View article]
    Lack of transparency is a measure investors should take into account to assess risk. Amazon record in this field is bad. No disclosing basic information like number of units of Kindles sold or the cost of producing exclusive content just to name two visible examples.

    Thanks to @PauloSantos articles we get some deep knowledge of Amazon accounting practices and problems, like hiding "in free cash flow to excuse the lack of profits" and the difference of the reported Free cash flow without including "the impact of the $1.4 billion real estate acquisition back in Q4 2012"

    These and many other structural problems soon will became evident and many good faith investors will wake up with a shock
    Aug 4 05:06 AM | 9 Likes Like |Link to Comment
  • A Bearish Change In The Post-Earnings Trade [View article]
    The wake-up call has not yet fully received by investors and management. Real adjustment is not yet done.
    Competitors (Google, Microsoft and IBM) in iCloud are better placed now to gain market share and the arrival of Alibaba to the US not to replace Amazon (or any other nonsense), but with eBay is another option for eCommerce, together with direct sales by brands.
    Consumers are clever and will find the best deal. Vendors will look for other platforms.
    Though time for Amazon with a hyped phone received lack of any sign of enthusiasm and to continue growing, large investments loom at a time of a potential cash crunch.
    Aug 3 12:54 AM | 4 Likes Like |Link to Comment