What I Am Buying Today.

[fenders53]

(06-04-2022, 11:17 AM)rayray Wrote:

(06-04-2022, 10:15 AM)fenders53 Wrote:

(06-04-2022, 09:26 AM)rayray Wrote:

(06-04-2022, 09:06 AM)fenders53 Wrote:

(06-04-2022, 08:59 AM)rayray Wrote: on side note

amazon completed it's split

20:1

i'm now a proud shareholder of 818.88 shares of future goodness

I am looking forward to the GOOGL split.  I sold my AMZN a little over 3000. I was convinced I could get cheaper after another quarter of blah retail while they are building out.  Their earnings are so hard to interpret, and have been for a long time. They can show massive FCF or not, at will.

i started buying amazon when i couldn't stop my wife from buying from amazon, then i like whole foods (on a limited basis), then the trucks (their logistics), warehouses (i've been to their warehouses, been to many different warehouses of different companies--amazon's warehouses stand out and are very impressive), my work location is across the street from a airport--i look at their airplanes on a daily basis. i haven't seen them but they have cargo containers for transporting their goods.

future splits

google 20:1
shopify 10:1
dexcom 4:1 (don't own)
tesla (future announcement)

there's another--i can't remember--okay

it's

BIPC 3:2

I don't own BIPC but own BAM

All the parts of AMZN that affect me personally are barely profitable most quarters, but they have a massive investment so no turning back now. I like AMZN at the right price.

their biggest money maker is AWS

Of course.  The retail business is enormous though.  They topped WMT on retail revs last year for the first time.  I don't know if that holds this year but still an incredible feat.  WMT has 4700 stores plus their online Biz.