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  • Amazon's Financial Reporting A Bit Opaque But Not Misleading  [View article]
    Good article. You can expect a large growth in q4 2015 international sales due to the opening of the grocery and business supplies stores (500.000 articles) opened on European Amazon sites.
    Oct 13, 2015. 03:06 PM | 1 Like Like |Link to Comment
  • Amazon Obtains $6 Billion In New Debt In Its Most Brazen Move Yet  [View article]

    I think they need the 6 billion for their investment in India and all the big data centers for AWS. Supposedly they are building one in Ohio for 1.1 billion.
    Mr. Bezos wants to stay ahead of the game.
    Dec 9, 2014. 05:55 PM | Likes Like |Link to Comment
  • 1 More Reason To Hate Amazon's Valuation  [View article]

    Your point 7 is incorrect if you compare q1 2013 vs q1 2012

    2013 2012
    16070 13180 revenue
    209 173 amount customer in millions
    76,88995215 76,1849711 average spend per customer
    Jul 2, 2013. 04:35 PM | Likes Like |Link to Comment
  • ChannelAdvisor Data Springs Large Negative Surprise For  [View article]

    I totally disagree with you.
    Please see comparison best traffic date q2 2012 vs this week 2013
    per amazon website. On the left you see the amount of increase in traffic assuming no growth in worldwide internet users ( which is very conservative)
    amount last year high q2 2nd week June 2013
    9.405.575 0,08 0,526
    15.275.039 0,98 1,715
    11.450.266 0,1 0,612
    223.472.622 6,2 11,68
    13.398.735 0,8 1,451
    37.044.977 0,97 2,42
    1.106.538 0,05 0,067
    8.659.865 0,4 0,64
    4.762.926 0,08 0,302
    13.687.397 0,27 0,892
    110.654 0 0,0053 0 0,0609
    338.374.595 - 9,935 20,3712


    Jun 13, 2013. 05:14 PM | 1 Like Like |Link to Comment
  • ChannelAdvisor Data Springs Large Negative Surprise For  [View article]

    The big growth for Amazon needs to come from China and Japan. The recent introduction of the Kindle family in China could finally give some growth traction in the region.My analysis of Comscore data shows Amazon's reach has more than doubled the last two weeks from a year ago.
    The growth in Europe however is tepid (specifically the UK economy is in bad shape) so overall International sales growth will be on the low side.
    You should expect a higher revenue growth than last quarter.
    As a value investor I still do not understand why people are ignoring the fact that Amazon hardly makes any profit, and their level of cash. They can't afford too many mistakes.
    However it still remains one of the most amazing companies in the world, with an unprecendented service level.
    Jun 13, 2013. 05:06 PM | Likes Like |Link to Comment
  • Long-Term Earnings Model And Estimates  [View article]
    Nice article Paulo, can't wait to see q1 2013 results.
    Apr 23, 2013. 08:38 AM | 2 Likes Like |Link to Comment
  • A Couple Of Comments On JPMorgan's Downgrade  [View article]
    Santos, at the time I was an optiontrader in a certain stock it was JP Morgan who made the perfect short call on the stock.
    Mar 14, 2013. 02:54 PM | Likes Like |Link to Comment
  • Morgan Stanley's Ever-Changing Bullish Story  [View article]
    Paulo, Nice article. I just wondered where you get THE reports from.
    Feb 14, 2013. 04:50 PM | Likes Like |Link to Comment
  • One Truth About Amazon (That You Probably Didn't Know)  [View article]
    Jake, Nice article.
    I was surprised to see such à dismal quarterly revenue figure especially international sales based on data.
    Active users are not growing rapidly enough ( only 12 million last quarter) despite all kind new initiatives.
    Future growth should come from oversees websites. THE main issue is That Amazon does not have à strong enough présence in China ( 26th most visited website). In THE conference call THE CFO mentioned That they are investing heavily in China so hopefully they Will get th tra tuin they got in Japan last quarter ( number of visitors doubled)
    Feb 8, 2013. 02:20 AM | 2 Likes Like |Link to Comment
  • Copy And Paste Research Reporting  [View article]
    Paulo, pretty nice research.
    What boggles me is That none of THE Amazon analist have à sell rating on THE stock at such high levels and disappointing q4 figures. I am still in shock how bad THE international sales were.
    Feb 5, 2013. 03:02 PM | 1 Like Like |Link to Comment
  • Buy Amazon On Global Prosperity  [View article]
    Dear Alex,
    I thought your article was okay until I read your price targets thru 2018. Could you please explain how do yet get to these price targets, because I think they are way to high!!!!

    I agree with you that the international sales opportunities are really big for Amazon but I think they already should have taken place in q4 2012. According to data the traffic increased by 50% at the international Amazon sites. Especially Japan was a blow-out ( +100%) but the overall international sales growth was really bad.
    Feb 3, 2013. 03:19 PM | 1 Like Like |Link to Comment
  • It Feels Like The Dotcom Craze All Over Again  [View article]
    I was surprised to see these terrible figures and q1 guidance.
    I cannot believe how bad the international sales were.
    Amazon should be trading below 200 but is trading up another 6%; crazy....
    Jan 29, 2013. 04:13 PM | Likes Like |Link to Comment
  • Amazon Earnings Preview: 5 Metrics To Watch  [View article]
    I cannot believe how bad the sales figures are. International sales were very disappointing ( single digit growth in two areas).
    200 coming up...
    Jan 29, 2013. 04:07 PM | Likes Like |Link to Comment
  • Finally - Reality Is About To Hit Amazon Shareholders  [View article]
    I agree with you that it is really strange that none of the 31 analyst have a sell rating on a share trading a different metrics than Apple/ Google etc.
    However expect blow-out q4 sales figures ( above 23 billion) due to the fact that there has been a rapid growth in international markets.
    Just over 2 more hours and we know more.
    Jan 29, 2013. 01:41 PM | Likes Like |Link to Comment
  • Amazon Earnings Preview: 5 Metrics To Watch  [View article]

    Good article.
    THE international growth in q4 should be significant.
    In THE terrible q3 2012 THE growth was only 20 percent, as THE number of unique visitors was flat compared to q3 2011.
    In q4 2012 you saw à more than 50 percent increase in visitors compared to q4 2011, so you will see à reversal in THE international sales trend. Expect them to be really good!
    My concern is however where future growth should come from.
    THE heavy investments in India ( only 1.4 million daily visitors) and China ( only 10 million daily visitors) are not taking off yet. Openings in other countries such as THE netherlands ( was expected last october) take Much longer than expected which Will slow growth and Will affect THE P/L.
    THE big growth this quarter comes from Japan where THE growth
    was almost 100 percent ( 25 million people).
    Therefore I expect à revenue figure above THE 23 billion, Much higher than your 21.8 billion figure.
    Let's see Tuesday who made THE best analysis.
    Jan 27, 2013. 07:36 AM | 1 Like Like |Link to Comment