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Chipotle Mexican Grill, Inc. Message Board

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  • techstrategy techstrategy Aug 19, 2012 12:02 AM Flag

    Action has moved to Amazon board

    Careful. Whenever everyone piles is, MM play big bank take little bank. I'm there, but be ready for a CMG like battle. RenTech added to AMZN and a few others I'm in and I've found painfully that RenTech is world class at running the float jam scam and killing most shorts along the way. Even those who win (as I have) get pretty beaten up along the way at some point.

    AMZN will break when its sales tax goes up and people find out the hard way that it was omitting what it knew all along -- that AMZN sales intensity (AMZN $ per $ of retail, overall and in consumer electronics) is LOWER in geographies where it has collected sales tax than where it hasn't. And, management SHOULD be sued when it comes out because the sales tax issue was asked and management deflected by saying it sells a lot in geographies where it collects tax, clearly trying to dsitract from the intent of the question. The impact of collecting sales tax is VERY material to AMZN's valuation and right now the market has priced in NO IMPACT because that was what management implied. No someone just needs to directly get the CFO on record...

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