AMAZON.COM INC AMZN
December 17, 2011 - 1:51pm EST by
member
| 2011 | 2012 | ||||||
| Price: | 181.26 | EPS | $0.00 | $0.00 | |||
| Shares Out. (in M): | 455 | P/E | 0.0x | 0.0x | |||
| Market Cap (in $M): | 82,429 | P/FCF | 37.3x | 28.1x | |||
| Net Debt (in $M): | 0 | EBIT | 0 | 0 | |||
| TEV (in $M): | 76,103 | TEV/EBIT | 67.0x | 42.8x | |||
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| # | AUTHOR DATE SUBJECT |
|---|---|
| 134 | |
Done. Coins must be delivered by drone, of course. | |
| 132 | |
That would be Buffett's largest ever initial investment (not purchase of a business) or maybe you are saying it will come and he will buy. Should be fun to see if it occurs.
Utah why do... login to read the rest | |
| 131 | |
You're on. My only condition is that the payout is distributed via these Warren Buffett coins purchased, of course, on Amazon:
http://www.amazon.com/WARREN-BUFFETT-Successful-Investor-Century/dp/B00GWRJYB6 | |
| 126 | |
In particular have any of the bulls changed their mind post earnings? Thanks. | |
| 117 | |
finn, otaa articulated my point well. One small example, if AMZN wants to move into a new geography it opens website and a DC, all funded internally. TGT has to open a store, stock inventory,... login to read the rest | |
| 114 | |
xanadu, I'll take you second question first.
1) The difference between DEC/Compaq and FedEx is that FedEx invested in building its moat. DEC/Compaq just rode two growth waves, minicomputers and PCs, without building a long-term defensible... login to read the rest | |
| 112 | |
We're considering a short position on a discount online retailer.
Have any of you done work on the competitive landscape for fulfillment partners? It surprises me that the online storefronts can pick up high teens margin... login to read the rest | |
| 103 | |
It depends on how your calculate the EV, and it's actually relevent to the AMZN discussion. If you consider the financing receivables equivalent to cash and investments and don't consider the negative working capital debt,... login to read the rest | |
| 102 | |
How can Amazon ever raise their prices? They are already expensive (which may be justified by the convenience/familiarity factor). It takes me 10 seconds to skim Ebay, Google, Cnet and Bing. How can that be... login to read the rest | |
| 99 | |
Majic - 10-Ks are really tough. Is there a sell-side report you can post on scribd and then post a link? Also, can you make it an abbreviated link so it's easier for me? Thanks | |
| 92 | |
Urban, your scenario sounds semi-plausible, but we really have no idea if it is achievable. I'd also observe that this probably optimistic scenario in terms of growth, margins and multiple would give an investor a... login to read the rest | |
| 91 | |
Assets = Debt + Equity
If one focuses on the cash flow statement one finds that AMZN has spent $10bil on assets between Jan2003 and Dec2011. (The total of all investment activities)
Of the $10bil spent on... login to read the rest | |
| 88 | |
You guys are basically arguing over whether Amazon is below breakeven or modestly profitable. To me, a more interesting question is when Amazon is going to generate economic FCF (calculated after paying employees with stock)... login to read the rest | |
| 80 | |
YCombinator - I thought you and Utah were partners? Can't believe that hate/resentment has set in this quickly? Or am I confused? | |
| 53 | |
Trev, from the bull's perspective, do they ever stop the money losing small dollar 2 day deliveries? Also, which retailers survive long term? I assume bbby and dks are done, but what about the shopping... login to read the rest | |
| 51 | |
So the end game is to kill brick and mortar and then raise prices, or is there more to it? | |
| 49 | |
At this point Amazon stock is like a religion, to own it requires a faith-based belief in a glorious future much different from the ugly realities of the here-and-now | |
| 37 | |
I bought a stylus for about $1.50 from them and had it shipped for free. Can't understand how they make money. | |
| 31 | |
Amazon Mom only gives free prime for a year. You might be able to change credit cards/email addresses and get it again, but it's a hassle. They also have a student deal that gives free... login to read the rest | |
| 27 | |
My understanding is you need to be a prime member to get that:
http://www.amazon.com/b/?node=2965621011 | |
| 26 | |
I'm an Amazon Mom member = $0 annual fee & free shipping | |
| 24 | |
I just ordered a $2 computer dongle & got free 2-day shipping. Remind me again how this company make money. | |
| 23 | |
Trev et al--I found this write up and discussion fascinating, thanks. Have you actually tried to guess what AMZN's no-growth margins might be? | |
| 21 | |
I’m not sure the long-term viability of the digital segment has been adequately addressed: Even granting that the existing business is more than a play on sales tax arbitrage and the average shopper’s unfamiliarity with... login to read the rest | |
| 20 | |
Barnes & Noble (BKS) would be the most obvious short idea in view of the Amazon moat/brand/logistics. The Nook is proving to be a huge R&D sink and Apple has not even released a "reader"... login to read the rest | |
| 19 | |
skimmer610,
Maybe Sears/Kmart. I don't know that company well but I think I'd be scared to play that hand versus Amazon's price and selection advantages in overlapping categories. I'm not sure that the sales declines in... login to read the rest | |
| 15 | |
I forgot to say that I chuckled thinking about the analyst making the "I want to buy Amazon at 100x earnings" pitch. I suppose that doesn't necessarily make it mispriced but the earnings power is... login to read the rest | |
| 14 | |
I think Amazon is one of the most admirable companies in the world. It has the expense advantages in rent and labor over B&M retailers that you mention, and it has cost advantages over other... login to read the rest | |
| 2 | |
From my perspective, saving state sales tax and their shipping gimmicks are their primary competitive advantage. If either of those change I don't know what will keep me around. I get no pleasure by shopping... login to read the rest | |