$Amazon.com(AMZN)$ From a reti

WinnerSG

2022-02-04

$Amazon.com(AMZN)$ From a retired fund manager:

AMZN rallying after hours due to 'earnings beat'!

Bulk of the profits fits came from Amazon's Rivian stake (which is now worth less due to Q1 $RIVN stock decline)

$AMZN revenue grew just 9%YOY and guidance also weak, yet stock is jumping!

Efficient market.

Single digit revenue growth (+9%YOY)

Operating income ⬇️

Operating cash flow ⬇️

Negative Free cash flow ⬇️

Q1 '22 revenue guidance +3-8%YOY

Efficient market is celebrating!

My take: I think the share price action will fade quickly and the stock resume its downtrend.

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Comments

AdrianTan
2022-02-05
AdrianTan
Rally because superb AWS growth and surprising size of growing ad business. Also better than expected ecommerce. Also raising Prime prices. OCF -ve down to aggresive investments and forward stocking.
BABASheep
2022-02-04
BABASheep
It proves AMZN is versatile and branched out into other areas using their mighty financial moat. AWS, RIVIAN did well. Why only look for negatives? It’s people that we invested in, like your last job
WinnerSG
2022-02-05
WinnerSG
Just to clarify, I'm not the retired fund manager. That guy is way smarter and a better investor than me and I learn from him. What I learn I share with you. Stay safe all. [smile]
hd87
2022-02-05
hd87
Thanks for sharing :)
koolgal
2022-02-04
koolgal
Thanks for sharing your insights👍😊
Shirley Soh
2022-02-08
Shirley Soh
thanks

Leave a comment

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