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bryon Li

bryon Li
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  • Amazon.com Is Doing Its Very Best To Increase Earnings [View article]
    A company goes from offense to defense , that is the key change. It no longer has the resource to undercut others but has to match Google's cut, that is a big shift. Big funds holding its shares may have to think about exiting the stock otherwise the positions are too big to sell smoothly when others wake up to this fact.
    Apr 17 09:20 PM | 2 Likes Like |Link to Comment
  • Amazon Web Services: Capital As A Service? [View article]
    Jeffry,

    AWS is also financed by inflated share price or cheap equity capital. It pays employee with inflated shares and if share price collapse, Amazon has to pay its tech talents with cash, then the whole business model will collapse as well.
    Feb 8 10:23 PM | 3 Likes Like |Link to Comment
  • Liquidity Issues Constrain Amazon's Growth [View article]
    321 is not far from current price, do you cover to trade ?
    Feb 6 07:41 AM | Likes Like |Link to Comment
  • Amazon Pullback A Potential Opportunity? [View article]
    Cloud are small business of MSFT and GOOG, same for ebook for APPLE, they can go aggressive. For WMT , it may have to hurt itself by doing so, but it has to do it to compete.
    Feb 4 08:42 PM | 1 Like Like |Link to Comment
  • Amazon Pullback A Potential Opportunity? [View article]
    If MSFt or GOOG see the weakness of AMZN balance sheet and go for a deep price war using loss tactics of AMZN, or Apple/Google selling ebook at cost, Amazon would be in dangerous situation
    Feb 4 04:52 PM | 1 Like Like |Link to Comment
  • Amazon Pullback A Potential Opportunity? [View article]
    Jeffry,

    If GOOG or MSFT further cut cloub prices deep, AMZN may incur more losses and may lose both war in cloub and retails. In that case , the share price drop will be more severe
    Feb 3 08:42 AM | 3 Likes Like |Link to Comment
  • Amazon Pullback A Potential Opportunity? [View article]
    Jeffry,

    The theme has been that Amazon is forcing its competitors to bankrupcy . Now the weak ones are almost gone, leaving the strong hands or deep pockets. WMT , MSFT, GOOG or even BBY are matching prices, so raising prime fee is actually very negative as its pressure on other competitors will ease . Amazon is now on defense rather than playing offense. That is a fundamental change . Smart money will leave this stock now
    Feb 3 07:08 AM | 6 Likes Like |Link to Comment
  • Only one downgrade for Amazon post-earnings; sell-side mostly defends [View news story]
    Pdxlou,

    Insightfull information. Do you get more business through your own wedsite or through both Amazon and Ebay?do you find it more efficient using your own warehouses or Amazon fulfillment services?

    Thanks
    Feb 2 10:09 PM | 1 Like Like |Link to Comment
  • Amazon Sees Shadow, 30 More Days Of Weakness [View article]
    Now that Amzn is down 11 percent today, would you buy now?
    Jan 31 08:36 PM | Likes Like |Link to Comment
  • Amazon Sees Shadow, 30 More Days Of Weakness [View article]
    I do not need your advice, just let us know your current view on Amazon, buy or sell so that we know how right you are going forward.
    Jan 31 08:28 PM | 1 Like Like |Link to Comment
  • Amazon Sees Shadow, 30 More Days Of Weakness [View article]
    Gary,

    Please let us konw your current positions, are you buy, hold or sell now ?we can track how it plays out from here

    Thanks
    Jan 31 05:40 PM | 2 Likes Like |Link to Comment
  • Only one downgrade for Amazon post-earnings; sell-side mostly defends [View news story]
    Jeffry,

    Judging from pricing action, the break down just begins. Once Amazon tries to make more profit with fee increase, its growth will slow down, institutions will rush to exit . Your theme is going to play out.
    Jan 31 05:04 PM | 2 Likes Like |Link to Comment
  • Amazon's 'Free Pass' [View article]
    Jeffry,

    Amzn stock price has been easily squeezed higher 7 to 10 points with light volume, especially in the weeks before earning report. Besides some buying the index or growth funds, do you think some invisible hands are driving it ?

    Thanks
    Jan 23 06:55 AM | Likes Like |Link to Comment
  • ChannelAdvisor December Data Implications For Amazon.com [View article]


    Amazon is purposely cut prices to drive competitors out of business, that is what it means for investing. However, its day of reckoning may come sooner as it drives its stock price sharply up. When it loses its advantage of not charging sales tax soon, its 3p business and growth will slow down , investors will rush to exit. Sharp drop will come sooner after the recent parabolic drive up of its stock price.
    Jan 17 03:04 PM | 1 Like Like |Link to Comment
  • ChannelAdvisor December Data Implications For Amazon.com [View article]
    Paulo,

    Ebooks should show under media segment, accounting change won't affect EGM growth. Last quarter, amzn's domestic EGM showed 31 percent growth, which correlated wth channel advisor
    Data?
    Jan 16 08:28 PM | Likes Like |Link to Comment
COMMENTS STATS
78 Comments
51 Likes