Capitalist Letters

Capitalist Letters

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Amazon: Investment Thesis & Simple Valuation 📦
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Amazon: Investment Thesis & Simple Valuation 📦

Amazon, hands down, is the best positioned big-tech company for the next two decades. Its position in e-commerce and cloud are rock solid and its digital ad unit is up and coming!

Oguz Erkan's avatar
Oguz Erkan
Aug 16, 2024
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Capitalist Letters
Capitalist Letters
Amazon: Investment Thesis & Simple Valuation 📦
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Amazon bled 13% after it missed revenue expectation by just 0.5% despite the exponentially growing EPS and free-cash-flow. This was indeed a ridiculously exaggerated reaction.

Amazon’s revenue for the last twelve months currently stands at $604 billion. It missed revenue by just $700 million… This could easily be just a rounding error for a company at Am…

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