Amazon Stock Is MUCH CHEAPER Than You Think | $AMZN Q1 Earnings Analysis

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  • Опубліковано 13 лип 2024
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КОМЕНТАРІ • 26

  • @petea625
    @petea625 2 місяці тому +4

    Thanks Brian. Awaiting MELI.

  • @Jens640
    @Jens640 2 місяці тому

    Very good analysis i am now a member of your channel!

  • @johnkirton2534
    @johnkirton2534 2 місяці тому

    Excellent summary and very clearly explained.

  • @humn_rights
    @humn_rights 2 місяці тому

    I like the clear presentation and explanations.

  • @drdave3676
    @drdave3676 2 місяці тому

    Very insightful thank you for your thoughtful analysis. Appreciate the work you did to strip out capex and look at the long term price to FCF

  • @maikvoets3628
    @maikvoets3628 13 днів тому

    Great analysis! I think it definitely has legs to become a 10 bagger from this level. Today only 10% of companies computing workloads happens in the cloud -> that number will go up.
    On top of that you can bet that the total workload will increase. AWS will be a 1tn a year segment by 2035.

  • @coindrop
    @coindrop 2 місяці тому

    I looked at the same metric when I bought a few shares a week ago, Price to Operating Cachflow looks decent here.

  • @Brian-ej7uk
    @Brian-ej7uk 2 місяці тому

    Can I request your analysis on smci, love the way you break down stocks

  • @stevegifford9463
    @stevegifford9463 2 місяці тому

    I agree with your comments! Out.

  • @JamieK348
    @JamieK348 2 місяці тому +11

    It's reassuring to hear how bullish you're on Amazon as Amazon represents 16% of my portfolio. I think Bezos did an amazing job laying the foundation of this business, and Jassy is just taking it to another level. I look forward to many years of above average returns in Amazon.

    • @MatthewMS.
      @MatthewMS. 2 місяці тому +5

      💯 Jassy already proved his abilities by creating and dominating as AWS CEO since 2003 (Now 50% of AMZN) and after listening to tonight’s call, I’m positive I’m never selling my position as long as he is CEO.

    • @MatthewMS.
      @MatthewMS. 2 місяці тому

      For context I’ve been big into amzn since 2015, my other is nvda since 2018. It’s all you need. Breathtaking companies.

  • @jasonandrews7355
    @jasonandrews7355 2 місяці тому +1

    Alright, alright, this convinced me to add another couple of shares 😅. This is such a good example of a medium growth company that's getting more and more focused on profitablity, and I love that! The bulk of my portfolio is more angles towards stage 2-3 companies, so I always enjoy getting to balance them out with companies like this.

  • @flash521
    @flash521 Місяць тому

    I hope you are correct.

  • @Viv8ldi
    @Viv8ldi Місяць тому

    Why would someone buy a share that doesnt even pay a divident?

  • @stoepsi
    @stoepsi 2 місяці тому +1

    How do you get an increase of 121% when net income goes from 4774 to 15307? Some of the numbers presented are simply wrong.
    Still, thanks for the video.

    • @stoffelbrian
      @stoffelbrian 2 місяці тому

      Investments as non operating results

  • @PrinPaska
    @PrinPaska 2 місяці тому

    the high AWS margin was some one-time accounting thing (related to depreciation of servers), will not be that high going forward
    source: ua-cam.com/video/RIZwnh2q_aE/v-deo.htmlsi=kwDhyQzclRVUwoIc

  • @kennylok2215
    @kennylok2215 2 місяці тому

    PERI?

  • @hannor4516
    @hannor4516 2 місяці тому

    I think amazon will see $200 quite soon

  • @kjo68
    @kjo68 2 місяці тому

    think XRP, not meme-coins or META ok. Amazon struggled price so now do something for XRP next

  • @shaunjames2221
    @shaunjames2221 Місяць тому

    Its been one of the weakest mags in the last 2 months