Amazon: The Market Is Overlooking This Fundamental Trend

Aug. 22, 2021 1:56 AM, Inc. (AMZN)69 Comments
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StockBros Research


  • Amazon's post-earnings sell-off was an overreaction.
  • Amazon has dramatically increased its capital expenditures.
  • The company is trading at a discount to its intrinsic value.

Amazon Hub Locker in San Jose"s downtown area
Sundry Photography/iStock Editorial via Getty Images

Amazon (NASDAQ:AMZN) has seen a hefty pullback recently after guiding for slower growth in the third quarter. The market seems to be focusing on the e-commerce slowdown despite having another potential trillion-dollar business hiding within the company. We are referring to

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Two bros that talk about stocks, mainly GARP (growth at a reasonable price) stocks, but we look for opportunities everywhere. We don't have a specified time horizon. We invest in a stock for as long as our thesis holds true, and get out when the facts change. In addition, we've developed market-beating algorithms with python that help us find attractive investment opportunities within our own portfolios.Website: www.stockbrosresearch.comTwitter: @StockBrosTrades

Disclosure: I/we have a beneficial long position in the shares of AMZN either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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