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  • Is Living On Borrowed Time [View article]
    Not all that different from Amazon, they fund their money loosing operations by receiving the cash at once and then pay their suppliers 75 days later, it works as long as the revenue keeps growing but once the growth slows down it all breaks apart.
    Mar 10, 2014. 12:20 AM | 6 Likes Like |Link to Comment
  • The Weather Doomed The Markets In A Strange Way [View article]
    Paulo have you stopped writing about Amazon? Since the stock is popping up again now I think it is a very good time to get back in short, the latest report was really bad despite the revenue change effect still being on, their reports will most likely only get worse as the year goes by and I also believe the market is very close to a bigger top this year.
    Mar 6, 2014. 11:22 PM | Likes Like |Link to Comment
  •, inc. beats by $0.01, beats on revenue [View news story]
    I'm delighted to announce this was an Amazing comment.
    Feb 27, 2014. 05:35 PM | Likes Like |Link to Comment
  • Amazon: May Well Surprise The Market [View article]
    "However, another thing that rose with the valuations was expectations. The market was expecting much better numbers from the company,"

    This is wrong, expectations have been coming down for years, even though the stockprice has gone up.
    Feb 9, 2014. 09:41 AM | 2 Likes Like |Link to Comment
  • Quantifying The Floor And Ceiling For Amazon [View article]
    The foundation for the high P/S and astronomic P/E has been the high revenue growth, the price to sales correlation will break as soon as the revenue growth slows down because that has been the only reason for Amazon having such a high p/s to start with, I suspect this will happen in 2014 and it might just have started, as soon as the market starts to think the growth is slowing down considerably they will panic, just like what happened to Apple. Apple today is valued completely different from Apple in 2010-2011 so obviously correlations break down sooner or later.
    Feb 4, 2014. 03:17 AM | 9 Likes Like |Link to Comment
  • Only one downgrade for Amazon post-earnings; sell-side mostly defends [View news story]
    Feb 1, 2014. 03:09 AM | Likes Like |Link to Comment
  • Another Way To Look At It [View article]
    No, of course they haven't, maybe the SEC is long Amazon as well.
    Jan 15, 2014. 11:48 PM | 4 Likes Like |Link to Comment
  • BlackBerry: A Long Strategy For 2014 [View article]
    He says it is basically a call option, and as we all know options can go worthless.
    Dec 13, 2013. 03:50 PM | Likes Like |Link to Comment
  • Positive read on Thanksgiving sales for Amazon and eBay [View news story]
    These numbers are pointless since they are comparing apples to oranges.
    Nov 29, 2013. 12:21 PM | Likes Like |Link to Comment
  • How Amazon Bungled The Sony Playstation 4 Launch [View article]
    Ok thanks, too bad though if you didn't update them no more, I found them very helpful. I think we will se them go below 20% fairly soon and at the latest when they report Q2 2014 numbers they should report below 20%, that's the first report when the accounting change won't have any effect.
    Nov 18, 2013. 04:52 PM | Likes Like |Link to Comment
  • How Amazon Bungled The Sony Playstation 4 Launch [View article]
    Paulo will you keep updating the CA numbers for Amazon?
    Nov 18, 2013. 04:31 PM | Likes Like |Link to Comment
  • Why Amazon May Be Worth $165 Billion, More Or Less [View article]
    The accounting change will no longer have an impact on rev growth when they report Q2 2014, at that point I'm pretty sure they will drop below 20% revenue growth if it doesn't happen before.
    Oct 29, 2013. 11:11 AM | 1 Like Like |Link to Comment
  • I Concede Defeat In [View article]
    The accounting change won't have an effect anymore when they report Q2 2014 so I guess we have to wait until then to see the real slowdown in revenue.
    Oct 25, 2013. 08:59 AM | 1 Like Like |Link to Comment
  • Amazon reports in-line loss for Q3 on strong sales [View news story]
    It will be another 9 montsh until Amazon reports earnings that won't be inflated beacause of the ebook accounting change, until then the market obviously dosen't care and will celebrate without any question.
    Oct 25, 2013. 12:56 AM | Likes Like |Link to Comment
  • What The Bears Don't Get About Amazon [View article]
    You are trying to justify the value based on guesses and wild assumptions, the bears only have to look at facts and nothing else to find it is extremely overvalued. Of course by making heroic assumptions you could even make Cisco look like it was a buy in february 2000.
    Oct 17, 2013. 01:19 PM | 4 Likes Like |Link to Comment