what an awesome read - thanks for this but it's also so frustrating to realise how cheap this stock was for such a long time before it really took off. Hindsight ... ugh!
Thank you for the kind feedback. And you’re right. Same thing with Microsoft lately and Alphabet last year, but I was able to pick up Alphabet for a reasonable price and sell them with a good return!
Thank you, mate! They’re truly special. Their performance and expansion over the years speak for themselves. They have the right DNA and a great instinct for value-creating capital allocation.
The only thing, as a growth investor (used to have AMZN) is if it´s already priced in. Maybe that´s the reason i sold. However, I don´t know if there is a more solid company among the mag 7. It´s always a "must have"!!!
Yes, but I feel like Amazon is rarely extremely overvalued. Its valuation almost always seems reasonable to me. Maybe the FCF margin and high investments are a reason for that and create a kind of uncertainty.
what an awesome read - thanks for this but it's also so frustrating to realise how cheap this stock was for such a long time before it really took off. Hindsight ... ugh!
Thank you for the kind feedback. And you’re right. Same thing with Microsoft lately and Alphabet last year, but I was able to pick up Alphabet for a reasonable price and sell them with a good return!
pleased to hear it!
Looks and feels a lot like my Moat analysis a while back! Great minds:
https://rudajev.substack.com/p/episode-22-the-moat-checklist-and?r=1uglxj&utm_campaign=post-expanded-share&utm_medium=post%20viewer
Thank you for sharing 😉
Great read Finn! Amazon is built different, I think it´s one of a kind!
Thank you, mate! They’re truly special. Their performance and expansion over the years speak for themselves. They have the right DNA and a great instinct for value-creating capital allocation.
The only thing, as a growth investor (used to have AMZN) is if it´s already priced in. Maybe that´s the reason i sold. However, I don´t know if there is a more solid company among the mag 7. It´s always a "must have"!!!
Yes, but I feel like Amazon is rarely extremely overvalued. Its valuation almost always seems reasonable to me. Maybe the FCF margin and high investments are a reason for that and create a kind of uncertainty.
Oh yes, I love their numbers!