Amazon Stock Is MUCH CHEAPER Than You Think | $AMZN Q1 Earnings Analysis

[@ToutEdward-o1v]

Martin Shirley White Gary Hall Shirley

[@JamieK348]

It's reassuring to hear how bullish you're on Amazon as Amazon represents 16% of my portfolio. I think Bezos did an amazing job laying the foundation of this business, and Jassy is just taking it to another level. I look forward to many years of above average returns in Amazon.

[@matthew.m.stevick]

💯 Jassy already proved his abilities by creating and dominating as AWS CEO since 2003 (Now 50% of AMZN) and after listening to tonight’s call, I’m positive I’m never selling my position as long as he is CEO.

[@matthew.m.stevick]

For context I’ve been big into amzn since 2015, my other is nvda since 2018. It’s all you need. Breathtaking companies.

[@dchungmanson]

2024 July 23 AMAZON STOCK PRICE $183.1 100 shares

[@johnkirton2534]

Excellent summary and very clearly explained.

[@Brian-ej7uk]

Can I request your analysis on smci, love the way you break down stocks

[@drdave3676]

Very insightful thank you for your thoughtful analysis. Appreciate the work you did to strip out capex and look at the long term price to FCF

[@maikvoets3628]

Great analysis! I think it definitely has legs to become a 10 bagger from this level. Today only 10% of companies computing workloads happens in the cloud -> that number will go up. On top of that you can bet that the total workload will increase. AWS will be a 1tn a year segment by 2035.

[@shaunjames2221]

Its been one of the weakest mags in the last 2 months

[@coindrop]

I looked at the same metric when I bought a few shares a week ago, Price to Operating Cachflow looks decent here.

[@Viv8ldi]

Why would someone buy a share that doesnt even pay a divident?

[@stoepsi]

How do you get an increase of 121% when net income goes from 4774 to 15307? Some of the numbers presented are simply wrong. Still, thanks for the video.

[@stoffelbrian]

Investments as non operating results

[@stevegifford9463]

I agree with your comments! Out.

[@hannor4516]

I think amazon will see $200 quite soon

[@kjo68]

think XRP, not meme-coins or META ok. Amazon struggled price so now do something for XRP next

[@petea625]

Thanks Brian. Awaiting MELI.

[@jasonandrews7355]

Alright, alright, this convinced me to add another couple of shares 😅. This is such a good example of a medium growth company that's getting more and more focused on profitablity, and I love that! The bulk of my portfolio is more angles towards stage 2-3 companies, so I always enjoy getting to balance them out with companies like this.

[@Typical_Indian_guy]

Haha 😂😂

[@PrinPaska]

the high AWS margin was some one-time accounting thing (related to depreciation of servers), will not be that high going forward source: kzbin.info/www/bejne/iHq9qKGeZ9aSl6csi=kwDhyQzclRVUwoIc

[@flash521]

I hope you are correct.

[@humn_rights]

I like the clear presentation and explanations.

[@Jens640]

Very good analysis i am now a member of your channel!

[@kennylok2215]

PERI?

[@ThomasFlaherty-rq3xz]

Noooooo

[@ThomasFlaherty-rq3xz]

Nooooo