02-04-2022, 07:30 AM
(02-04-2022, 06:16 AM)cemanuel Wrote:AWS is certainly their growth driver. They just need to keep the retail biz growing as they spend big bucks expanding distribution centers, transportation etc. The stock has consolidated a few years growing into their valuation. I have little doubt the stock is higher in a few years but it's not undervalued today IMO.(02-03-2022, 04:49 PM)fenders53 Wrote:(02-03-2022, 04:11 PM)kblake Wrote: AMZN saved the day... Buy buy buyWeird report. I am going to hope it mostly holds but that looked like a miss to me at first glance. I own it.
I agree. Based on what I usually look for - revenues and cash flows - it seems pretty weak. But I haven't owned it long. Maybe AWS is all that matters.