Topic

AMZN

A collection of 9 issues

The Curious Case of Big Tech

Disclosure: Nearly 60% of my personal portfolio is invested in Meta, Amazon, and Alphabet “Most people overestimate what they can achieve in a year and underestimate what they can achieve in ten years.” While most market participants want to focus on what happens next quarter or the next year, it

Amazon 2Q'23 Earnings Update

Disclosure: I own shares, and Jan 2025 $55 call options of Amazon This was perhaps the best Amazon earnings call from my recent memory, especially on Amazon Retail. Not surprising that the stock was +8% in after hours. Here are my highlights from tonight’s call. Subscribe Revenue 3P, subscription,

Amazon 1Q'23 Earnings Update

Disclosure: I own shares, and Jan 2025 call options of Amazon An Analyst asked a legitimate question to Amazon management: “Does the company ever think about breaking out all the big investments so that we have more clarity on the retail margin structure?” Andy Jassy provided a word salad in

Readers' Feedback, and A Simpler Amazon Model

Disclosure: I own shares and January 2025 call options of Amazon There has been a persistent misperception among investors who mostly observe Big Tech from a distance that Big Tech is "consensus" investment. But if you look at realized volatility in some of the Big Tech stocks over the last

Amazon Update (amended)

Disclosure: I own shares and January 2025 call options of Amazon (Note: In addition to this piece, I encourage you to read this update here) First of all, thank you for the feedback and inputs on yesterday’s update on Amazon. One such interaction led me today to re-write some

Amazon Update

Disclosure: I own shares and January 2025 call options of Amazon (Note: there are some material changes that I made after receiving feedback which I published here. I encourage you to read the amended post to understand the full context) In the first earnings press release following the pandemic, Jeff

Amazon 4Q'22 Earnings Update

Subscribe Disclosure: I own shares, and Jan 2025 call options of Amazon ..it's important to remember that over the last few years, we took a fulfillment center footprint that we've built over 25 years and doubled it in just a couple of years. And then we, at the same time,

Amazon 3Q'22 Earnings Update

Subscribe Disclosure: I own shares of Amazon When faced with an uncertain economy or some kind of discontinuous event, customers tend to double down on companies that they believe have the best customer experience and that take care of them the best As Bezos said, long-term shareholders and customers interests

Amazon 2Q'22 Earnings Update

Disclosure: I own shares of Amazon Amazon may be the first and the last ~$1.5 Tn market cap company to report negative Trailing Twelve Months (TTM) FCF (-$23.5 Bn to be exact). It is quite incredible how Amazon management gained credibility and earned trust to ride through