it's just off point to assess yourself in this business, which is "bottom line" based, on being right fundementally. . That's the cruel reality of what WS is. Why we would you even try to do that? Justication of being wrong for a period ot time? I don't know as I don't know the history of his thoughts here. You shouldn't be out seeking gratification on a yahoo message board in my view: It the last place to worry about one's ego or feelings. Just my view FWIW.
No. I use a wide variety of measures, most focused around the growth of true FCF. I cut through the BS about investments by looking at incremental CapEx productivity, which shows it is abysmal. I understand the underlying cost and profit drivers.
The limit of the analysis of the longs is "the price has been going up, so I should buy...".
Amzn's ttm pe = na
A company with a 150 billion market cap that can't make a profit has to be worrying to longs.
Also tech points out other headwinds to amzn.... like no operating leverage, fierce competition, declining fundamentals... etc