AMZN

博主未说明具体理由

博主未说明具体理由

博主未说明具体理由

博主未说明具体理由

博主未说明具体理由

博主未说明具体理由

AWS and e-commerce should keep compounding for decades, while strong-teens revenue growth, faster EPS growth and a forward P/E in the 20s make the valuation attractive.

Amazon's cycle underperformance creates a buy-low opportunity in a company the speaker views as fundamentally good and is actively accumulating.

博主未说明具体理由

Amazon's AWS engine and organic 21% growth remain attractive, but enormous capex drove last year's free cash flow to negative $2.5 billion and the model's middle value is near today's price.