$Amazon.com(AMZN)$ Retail has

$Amazon.com(AMZN)$ Retail has never really turned on the earnings

Ads are inflecting upwards and were very slept on

Aws continues to grow and is in the top position

Best logistics and shipping in the game

And in prime they have a costco-like high margin subscription stream

Not to mention, a history of great capital allocation and being able to spin up unrelated business segments into real business in their own right.

And they are still investing capital. People focus on net income, and so theres no or little ROIC. however, the denominator, IC, is going up, unlike aapl or something, where they are returning capital. So your IC on which you will one day earn returns is going up bigly.

Still have to pay attention to the valuation, but it’s a very misunderstood company. The net income has never really been turned on, but if any company should get the benefit of the doubt in this regard its amazon

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":360728743174192,"tweetId":"360728743174192","gmtCreate":1729096722749,"gmtModify":1729096729020,"author":{"id":3479274796523485,"idStr":"3479274796523485","authorId":3479274796523485,"authorIdStr":"3479274796523485","name":"Hilliton324","avatar":"https://static.tigerbbs.com/3cf1da32355d7fcd455bcb763ef83cd5","vip":8,"userType":8,"introduction":"运营账号","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":41,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body> <a data-mention-id=\"AMZN\" class=\"teditor-mention\" data-mention-name=\"Amazon.com\" href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> <v-v data-views=\"1\"></v-v>Retail has never really turned on the earningsAds are inflecting upwards and were very slept onAws continues to grow and is in the top positionBest logistics and shipping in the gameAnd in prime they have a costco-like high margin subscription streamNot to mention, a history of great capital allocation and being able to spin up unrelated business segments into real business in their own right.And they are still investing capital. People focus on net income, and so theres no or little ROIC. however, the denominator, IC, is going up, unlike aapl or something, where they are returning capital. So your IC on which you will one day earn returns is going up bigly.Still have to pay attention to the valuation, but it’s a very misunderstood company. The net income has never really been turned on, but if any company should get the benefit of the doubt in this regard its amazon</body></html>","htmlText":"<html><head></head><body> <a data-mention-id=\"AMZN\" class=\"teditor-mention\" data-mention-name=\"Amazon.com\" href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> <v-v data-views=\"1\"></v-v>Retail has never really turned on the earningsAds are inflecting upwards and were very slept onAws continues to grow and is in the top positionBest logistics and shipping in the gameAnd in prime they have a costco-like high margin subscription streamNot to mention, a history of great capital allocation and being able to spin up unrelated business segments into real business in their own right.And they are still investing capital. People focus on net income, and so theres no or little ROIC. however, the denominator, IC, is going up, unlike aapl or something, where they are returning capital. So your IC on which you will one day earn returns is going up bigly.Still have to pay attention to the valuation, but it’s a very misunderstood company. The net income has never really been turned on, but if any company should get the benefit of the doubt in this regard its amazon</body></html>","text":"$Amazon.com(AMZN)$ Retail has never really turned on the earnings Ads are inflecting upwards and were very slept on Aws continues to grow and is in the top position Best logistics and shipping in the game And in prime they have a costco-like high margin subscription stream Not to mention, a history of great capital allocation and being able to spin up unrelated business segments into real business in their own right. And they are still investing capital. People focus on net income, and so theres no or little ROIC. however, the denominator, IC, is going up, unlike aapl or something, where they are returning capital. So your IC on which you will one day earn returns is going up bigly. Still have to pay attention to the valuation, but it’s a very misunderstood company. The net income has never really been turned on, but if any company should get the benefit of the doubt in this regard its amazon","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/360728743174192","repostId":0,"isVote":1,"tweetType":1,"viewCount":395,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["AMZN"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":747,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/360728743174192"}