|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|
|TEV (in $M):||363||TEV/EBIT||0||0|
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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.
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