1Yr
What speaks against a purchase: 1. Amazon invests a lot of money in research & development, that is basically good but reduces margins and burns money - That is the reason why Amazon has become interesting for me in the first place. If you don't spend enough money on research, you will be left behind. 2. other companies are catching up in the cloud business - other companies, with the exception of MSFT, are losing more and more money through their cloud business, which reminds me very much of streaming and Netflix. others are catching up, but are losing more and more money through their growth, because employees and infrastructure, as well as "content" must first be built up.
Netflix / Amazon or MSFT is already profitable in their respective segment, streaming / cloud (this was not meant Amazon Prime, but Amazon and MSFT in the cloud and Netflix in streaming) 3. Is constantly criticized as a company, which weakens the growth - I can not confirm so. What fuels negative press above all is a lower price of the stock, because you do not want to be part of the criticism. As with oil and tobacco or defense stocks. But the criticism is not really against "Amazon" but actually against the logistics industry. Everyone wants people to be paid properly, but free delivery may be... I buy companies that meet a great need and comply with the law. Negative press is positive for me because nothing is older than the news of today and they help me buy cheaper cash flow.
Netflix / Amazon or MSFT is already profitable in their respective segment, streaming / cloud (this was not meant Amazon Prime, but Amazon and MSFT in the cloud and Netflix in streaming) 3. Is constantly criticized as a company, which weakens the growth - I can not confirm so. What fuels negative press above all is a lower price of the stock, because you do not want to be part of the criticism. As with oil and tobacco or defense stocks. But the criticism is not really against "Amazon" but actually against the logistics industry. Everyone wants people to be paid properly, but free delivery may be... I buy companies that meet a great need and comply with the law. Negative press is positive for me because nothing is older than the news of today and they help me buy cheaper cash flow.
•
22
•
@Valid well Valid, Meta has also invested a huge amount of coal in "research & development" - so....has burned money. That would not be a reason for me to invest. To 2. you must not hang on the wrong percentages in the growth. If a 10 becomes a 20, then the growth is 100%, the value is still only 20. Whereas a 100 becomes a 120, although only a growth of 20% means but just....naja you understand. Amazon has here simply NOCH the advantage that they already have such a global customer base. But contracts also expire at some point and then there are "tenders" 😉 To 3. negative press may be good if no one talks about you anyway, but as a big fish you do not really want that you are constantly pissed in the pond. Amazon makes just again many things right and can thus defuse some. About Amazon Smile, for example, I have not lost a word, just as about the equal treatment score of 100%. These are even components of the KPI, but maybe I'll write again from my time at Amazon and address these things then.
••