Amazon: Glimpses of Shoeless Joe!

[@BradKaellner]

Soak this up folks! It's crazy that we have free access to the dean of business valuation diving into these public companies and sharing his estimates of value per share. What a gift to value investors.

[@kaushikgune5276]

love this analysis. I learn so much listening to your videos - not just valuation but also philosophy and attitude. I will add that Amazon also acts as VC arm with the cash they generate and maybe the market is pricing that in their valuation.

[@peterchung7151]

Great insights. Very difficult & subjective in valuing. All we see is the stock price & the company's brand continue going up in awe.

[@harshitbansal4736]

Thanks sir for such a valuable insights

[@briancolla6486]

Can Amazons PE ratio continue at such high levels over time or will the rubber meet the road at some point? Based on your valuation they are at 222 times and based on todays close they are at about 330 times. No other big tech/retailer are even close to that. Or is this a poor way of looking at the future potential? Thanks for your help.

[@77Cronk]

I don't that PE ratio is a valuable metric when looking at Amazon. Take a look back at what is said around slide 7; Amazon is basically keeping their operating margins low by reinvesting earnings into potential areas of future growth.

[@shraddhanjalisoni1161]

great analysis

[@alicewang8164]

Has anyone taken a look at the spreadsheet? Why is he discounting (NI-CAPX), without taking depreciation and other FCF items into the calculation?

[@JBulsa]

Treat your sellers better than Amazon like ebay does.

[@abhishekchauhan03]

Good analysis, but not sure if you accounted for Amazon's newly hatched future bets: Alexa and Go. There are many such things Amazon experiments with, and these 2 seem to have promise. IF successful, each of these could be worth 10s if not 100s of billions over 5-7 years.

[@SandeepKumar-tj1jz]

One thumbs down by JB 😀 . This explains why Amazon is entering the shipment business. FedEx and UPS shares fell that day.

[@shashanktudi6183]

Sir u r genius i want to meet u

[@ashishkhodwe3652]

Sir can u please evaluate indian stocks ....It will help indian retail investor.......Who always loose big money Thank you

[@wildreams]

"Mohnish Pabrai"

[@rajraina8291]

Today - Pre-market 1,641.70 +123.74 (8.15%) . Prof. on this stock it seems doing the opposite of DCF outcome may pay off better.

[@shraddhanjalisoni1161]

Indian company evaluation we will love