|Shares Out. (in M):||474||P/E||0||0|
|Market Cap (in $M):||357,755||P/FCF||0||0|
|Net Debt (in $M):||5,959||EBIT||0||0|
Sign up for free guest access to view investment idea with a 45 days delay.
I believe that the stock of Amazon is one of the most attractive risk/rewards in the market today. Over the long run, Amazon equity is likely to a) preserve value, b) deliver an attractive relative return over the market, and c) deliver a positive absolute real return in excess of inflation. As a result, this is one of my core holdings.
Successive quarters of continued evidence that management is taking steps to maximize long-run absolute free cash flow, with no unreasonable acquisitions or uses of liquidity, and no overly aggressive capital expansion plans. Continued improvements in operating margin, with operating leverage effects continuing to come to the fore (although not in a straight line). Market realization of some of the specifics of the story as outlined in this memo.
|show sort by|
Are you sure you want to close this position AMAZON.COM INC?
By closing position, I’m notifying VIC Members that at today’s market price, I no longer am recommending this position.
Are you sure you want to Flag this idea AMAZON.COM INC for removal?
Flagging an idea indicates that the idea does not meet the standards of the club and you believe it should be removed from the site. Once a threshold has been reached the idea will be removed.
You currently do not have message posting privilages, there are 1 way you can get the privilage.
Apply for or reactivate your full membership
You can apply for full membership by submitting an investment idea of your own. Or if you are in reactivation status, you need to reactivate your full membership.
What is wrong with message, "".