BaronLyly
09-03

$Amazon.com(AMZN)$ It’s really simple. AWS alone is a $1.5T business based on the industry, growth, profitability, and margin expansion. Then advertising business is worth at least $300B. And Bam, that’s the entire market cap of Amazon, everything else is free, AKA - Amazon is crazy cheap.

But I’ve realized in my investing career that Wall Street and the market is constantly wrong - it just corrects very quickly (think $Apple(AAPL)$ going up like 40% in two months, there was no reason it should have still been trading around $160 with a super cycle coming and the services expansion, the market and Wall Street just missed it.)

There are other stocks out there as well I think they are blatantly wrong again, $Alphabet(GOOG)$ $Alphabet(GOOGL)$ being another, but yeah, Amazon is very undervalued.

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