Noob6
2023-01-11

Ok

@lolmei：
This article transparently walks through my moderately bullish assessment of Amazon while attempting to give investors the tools to properly evaluate Amazon$Amazon.com(AMZN)$ for themselves. Amazon’s opaque financial reporting causes valuations of the business to vary considerably because analysts/investors are forced to guess even more than usual. Disclosure of margins, the most important part of the Amazon story going forward, is particularly poor. The current price of ~$85/share is (very roughly) a conservative fair value, assuming Amazon simply reverts to profitability, but unforeseen cost reductions could enhance returns. Beware the "Sum of the Parts" Bulls and the "P/E Ratio Bears".
This article transparently walks through my moderately bullish assessment of Amazon while attempting to give investors the tools to properly evaluate Amazon$Amazon.com(AMZN)$ for themselves. Amazon’s opaque financial reporting causes valuations of the business to vary considerably because analysts/investors are forced to guess even more than usual. Disclosure of margins, the most important part of the Amazon story going forward, is particularly poor. The current price of ~$85/share is (very roughly) a conservative fair value, assuming Amazon simply reverts to profitability, but unforeseen cost reductions could enhance returns. Beware the "Sum of the Parts" Bulls and the "P/E Ratio Bears".

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.

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