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Aristiphones

Aristiphones
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  • Finally - Reality Is About To Hit Amazon Shareholders [View article]
    you do that Big Boy. the ONLY metric that has ever worked "metrically" is price to sales...and simply put those revenue numbers justify that market cap GOING FORWARD. Can this thing correct? Absolutely...but you cannot compare Amazon to Apple...Amazon is now a MAJOR employer nationwide. the growth potential in the "fullfillment business" is truly staggering...especially when one looks at their view of dealing with overhead (have the bare minimum) and their obviously pro-economic bent. a simple statistic will suffice: the USA currently has over 300 million cars registered and on the road...simply put "the physical delivery option is on the table." if the price of fuel drops to zero because of solar direct drive technology then obviously there is no limitation on Amazon adopting a "free next day delivery" business model. that would be of ANYTHING. (i've been told they have great deals on diapers.) "meals on wheels" can't all be "sold on amazon but delivered by your local restaurant folks." we still haven't even scratched the surface of what an e-commerce business that really works (and Amazon has no equal in this regard) is capable of. In no way am i saying buy the stock here...but i really love what this business is doing and certainly would be looking for entry points should the over all market get into correction mode.
    Jan 29, 2013. 11:00 PM | Likes Like |Link to Comment
  • Amazon: It Is Amazing How Overvalued Its Share Price Is [View article]
    again...that's a DISTRIBUTION PLATFORM as well. I fail to see the limitation on growth. "i only need to run faster than the other guy" thing.
    Aug 22, 2012. 11:23 PM | Likes Like |Link to Comment
  • Amazon: It Is Amazing How Overvalued Its Share Price Is [View article]
    your missing the "data component"...and most importantly "how it treats this resource." in other words the data on "you purchasing something" is something new...and Amazon clearly has the advantage because a: the goal is to collect the info and b: their goal is to protect the info as well. to my knowledge no other dedicated retailer does these two things as "THE things." if they start putting "p.o. boxes in Convenient Stores" i say "look out." suddenly they become the biggest transportation company in the world.
    Aug 22, 2012. 11:21 PM | Likes Like |Link to Comment
  • Amazon: It Is Amazing How Overvalued Its Share Price Is [View article]
    they SHOULD be relevant. I agree with that...
    Aug 22, 2012. 11:15 PM | Likes Like |Link to Comment
  • Amazon: It Is Amazing How Overvalued Its Share Price Is [View article]
    i'd like to read it actually. this site hates Amazon by and large.
    Aug 22, 2012. 11:13 PM | Likes Like |Link to Comment
  • Amazon: It Is Amazing How Overvalued Its Share Price Is [View article]
    not bad on 5 year performance tho:http://bit.ly/Q0UVEm sure has crushed the market over all. And to think "we should only have Apple envy."
    Aug 22, 2012. 11:11 PM | Likes Like |Link to Comment
  • Amazon: It Is Amazing How Overvalued Its Share Price Is [View article]
    disagree. "unique property to go along with the only internet as distribution platform" game in town. we don't know what their suppliers costs for the Kindle are...my guess is almost zero for Amazon. throw in the MASSIVE expense of cloud servicing "to protect consumer privacy in the retail space" (the exact opposite of any store you will go to i might add) and i simply see no forseeable competition at this level. plus you don't know what technologies they are cross-investing in in order to "magnify returns." California is building cars now...and that space is about ready to hit a technological "lift off" in the form of nat gas and direct drive....all revolving around "the Amazon delivery platform"?
    Aug 22, 2012. 11:08 PM | Likes Like |Link to Comment
  • Amazon: It Is Amazing How Overvalued Its Share Price Is [View article]
    interesting. but Amazon's success is in their DELIVERY platform...not their "willingness to compete on price" yes? so what is about that then? the first thing that says "they're different" is the fact that i can actually hold the delivery platform in my hand! that strikes me as a BIG deal! a second thing is what they called in the 90's "SCALABILITY." unlike even Apple which is still pushing product...how far can a "scale" a "delivery platform"? in theory...to everyone on earth. since the internet is ubiquitous "now you the consumer are the delivery platform." sure...it starts with just "books and CD's"...movies? absolutely. e-mail? absolutely. e-media? you bet. again...not being an apologist here but if you're not excited by the story of Amazon then quite honestly you don't know what your talking about. I see Netflix and Yahoo and think "merge with Amazon=most powerful media company on the Planet. Instantly." Absolutely fascinating...
    Aug 22, 2012. 11:03 PM | 1 Like Like |Link to Comment
  • Amazon: It Is Amazing How Overvalued Its Share Price Is [View article]
    again not to sound overly "rah rah" here...but Amazon is NOT selling something you and i don't already know about. HOW IS SUCH A P/E POSSIBLE THEN?
    Aug 22, 2012. 10:55 PM | Likes Like |Link to Comment
  • Amazon: It Is Amazing How Overvalued Its Share Price Is [View article]
    really? 0 growth? wow. the article seems to SLIGHTLY dispute that.
    Aug 22, 2012. 10:54 PM | Likes Like |Link to Comment
  • Amazon: It Is Amazing How Overvalued Its Share Price Is [View article]
    full disclosure not an owner...equally true though i am both fascinated and terrified with "what they're up to." the fact of the matter is articles like this and clown comments like yours Paulo simply don't take into account "what are they up to?" to deserve such a valuation in the first place. "it would have to be big"...so try using your imagination for second and ask "what is it?" aspiring to double if not triple this company's size in just a year? isn't that what a p/e such as that means? amazing. "as who's expense" is my first thought...not "what a pathetic joke" hardy, har,har. those investors are BILLIONAIRES...in RETAIL. HOW???!!! I already have my theories...i will take the fact that you have none period to mean you never will.
    Aug 22, 2012. 10:51 PM | Likes Like |Link to Comment
  • Amazon: More Problems Than We Thought? [View article]
    I'm not an expert on the individual business of Amazon other than i love the business model as a true internet retailer/media company. Having said that there is no talk of strengthening dollar nor of falling commodities which are GREAT for retailers. Should the US economy skirt the all too real and mighty perils of collapsing China and collapsing Europe as well as all the internal strife going on i'm very positive generically on retail as an investing space. Amazingly retailers have been the best performer since the collapse...i would take a look at JC Penney as a fantastic turnaround story as a consequence. Target is having a nice pop today after some very "off the wall" strategies during last year's sales season...turned out to be "just what the doctor ordered." Wonderfully creative management!
    May 16, 2012. 08:16 AM | Likes Like |Link to Comment
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