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dutchboyinvestor 709 posts  |  Last Activity: Jul 24, 2015 1:27 AM Member since: Jun 22, 2007
  • dutchboyinvestor by dutchboyinvestor Jul 24, 2015 1:27 AM Flag

    They owe over $21B in current payables and $8B to bondholders and they have only $14B in cash. They needed to borrow $8B just to keep selling more #$%$. What a great business model. They are really hitting it out of the ballpark.

  • dutchboyinvestor dutchboyinvestor Jul 24, 2015 1:13 AM Flag

    Where is all that cash hiding? Let's see they needed to borrow $8B and the current ratio is at 1. The only cash they generate is due to the fact they hold customer cash for 90 days.

    They are the low priced leader in every vertical. A zillion dollars in sales still will not generate any net equity. What a farce.

    They will need to borrow more money before the end of the year the way they're going.

    I have no position in this company.

  • Reply to

    I see $623.04 this Friday now.

    by geegenjar Jul 22, 2015 8:39 PM
    dutchboyinvestor dutchboyinvestor Jul 23, 2015 4:20 AM Flag

    you're dyslexic and meant 403.26 - i see that too

  • Reply to


    by aiwal1 Jul 22, 2015 9:00 PM
    dutchboyinvestor dutchboyinvestor Jul 23, 2015 4:14 AM Flag

    WSJ gets its - there is no cash or earnings in this non-profit. What is interesting is AMZN looses money in their core business of retail. They essentially broke out their only profitable business unit and its only profitable due to how they allocate server expense to AWS. There is simply no hope for this company ever turning a decent return because they are less efficient than most commerce companies. I can tell you there is not one company in the history of the stock market that doesn't eventually earn their market cap. AMZN will be no different - when sales growth slows the emperor will be exposed and the stock will get hammered.

    Wall street needs this pos right now thats why they keep upgrading. AMZN and WMT essentially have the same market cap but with AMZN there is absolutely no way they will ever be able to achieve WMT numbers let alone a real tech company like GOOG or AAPL.

    Every day in the financial press they should be pounding this junk.

  • dutchboyinvestor dutchboyinvestor Apr 30, 2015 4:18 AM Flag

    you got it - this is a joke huh? and these incredibly insufferable press releases amazon put's out when announcing these business are painfully nauseating "we love creating things for our customers....." seriously they must think its still 1995. When they announced their phone and Bezos is up on some stage talking about some 7 year too late product with nothing but gimmicks was shocking there was;t a collective laugh by the audience.

  • dutchboyinvestor dutchboyinvestor Apr 30, 2015 4:05 AM Flag

    Nope not short but simply amazed at the non-sense this stock has become. Won't short it in 2Q either .

  • 1. The phone! - what's it called the...something like spark or fire - i forget because no one bought one they invested hundreds of millions and have promised to double down on it - I just cant wait for the fire2, you??
    2. Fresh! - Oh yea bring on those big grocery store margins baby! We'll be rolling it it Let's buy a bunch of trucks then we can make some real money - I just know we can!
    3. A button thing you put on your washer to reorder soap - Brilliant!!! Wow i just ordered some soap so easy and so profitable - they spent millions to develop this thing
    4. Copy cat Tv set top box - man without this I just don't know how I would function - millions spent and i just keep watching these great shows
    5. TV content - Wow the cash the show about some tranny is bringing is is just ...what can I say simply brilliant - who doesn't want to waste and hour watching some grown man dress like a girl. Are you kidding me this was Bezos top effort.

  • dutchboyinvestor dutchboyinvestor Apr 28, 2015 8:51 PM Flag

    Lets see - they will come into B2B marketplace with the lowest prices and once again achieve higher sales with no profit - just like every market they enter. Simply genius.

  • dutchboyinvestor by dutchboyinvestor Apr 28, 2015 8:49 PM Flag

    No leverage in their system - they keep having to spend more to sell more with no end in site. 22 years and only a handful of good quarters/years. The machine known as amazon works for the great for the consumer but makes a horrible business. It's really a phenomenal financial domineering masterpiece by Bezos. Horrible businessman but certainly Wall Street genius.

  • Reply to

    what a massive fraud

    by buysellbuysellbuyyouvebeenhfted Apr 28, 2015 5:28 PM
    dutchboyinvestor dutchboyinvestor Apr 28, 2015 8:36 PM Flag

    they actually don't make any money so not a fraud - just operating a non-profit with little cash but most ID10Ts out there think they will make money or cash someday which will never happen

  • dutchboyinvestor by dutchboyinvestor Apr 28, 2015 8:33 PM Flag

    Stock soars $31 BILLION in one day to 208B or 2X sales

    OSTK grows faster and MAKES MONEY - stock drops 60M and trades at .4 to sales

    Demonstrates the power of the CEO to control the narrative of the company

  • dutchboyinvestor dutchboyinvestor Aug 6, 2013 5:46 PM Flag

    After earnings looking for 85-95

  • dutchboyinvestor by dutchboyinvestor Jul 31, 2013 4:23 AM Flag

    Every major auto maker will be able produce evs for mass market with established efficient means of production with deep marketing mechanisms. The differentiation for Tesla is high cost of production with limited means of production and limited marketing ability. 15b is a joke.

  • Reply to

    How can AMZN survives with %1 margin...

    by cybrmate Jul 25, 2013 5:15 PM
    dutchboyinvestor dutchboyinvestor Jul 26, 2013 12:12 AM Flag

    Actually more than a dozen years - really something like 15 years the market has looked past earnings for AMZN, but we also know that EVERY company in the 100yr history of the stock market is ultimately priced by its abilty to generate margin and earnings. Look - the narrative on every stock changes - we know that - MSFT, AAPL WMT - no exceptions. The story on amzn is begining to look clouded. You know that one or two quarters of soft top line numbers will be harsh on pps. Delecerating growth for this stock will be its deathnail.

  • Reply to

    Rewarding Mediocrity

    by dutchboyinvestor Mar 1, 2013 12:10 AM
    dutchboyinvestor dutchboyinvestor Jul 25, 2013 7:58 PM Flag

    The narrative hasn't changed - slowing growth, lower margins. The price of rewarding mediocrity is only just begining with Amazon. Ultimately look at the balance sheet you see the cost building - less cash, more debt/accounts payable. Its time for some accountibilty - and i suspect tomorrow that may begin.

  • dutchboyinvestor by dutchboyinvestor May 30, 2013 7:38 PM Flag

    Steady, consistent decline in sales growth for 2013 and beyond. 1Q13 clocked in at 22% and with the expected 2Q of 14%-23% it doesn't look good. I expect last minute flurry of low price deals this quarter to make the numbers. Great for consumers. 3Q is looking like a tough Q with growth dropping to what could be 10% range or below industry. You knew it was going to happen eventually happen but the story is fully upon us now.
    CEO will once again move the narrative because he know his declining sales will be hard to over-come, so expect the news about a phone or gross margin talk to dominate. Cash flow is not something he is going to want to hightight.
    I do expect them to cut expenses drastically in the 3rd and 4th Q to run NOI as high as possible. It will probably be enought to keep the hope alive but maybe but at some point the piper has to be paid.

  • Reply to

    Rewarding Mediocrity

    by dutchboyinvestor Mar 1, 2013 12:10 AM
    dutchboyinvestor dutchboyinvestor Apr 26, 2013 10:57 PM Flag

    markets finally getting the picture

  • dutchboyinvestor by dutchboyinvestor Apr 3, 2013 2:36 PM Flag

    the only thing amazon disrupts is its ability to generate cash or earnings. Oh wait, they disrupt the cash that is due to supplies and 3rd parties for at least 90 days.

  • dutchboyinvestor dutchboyinvestor Mar 1, 2013 12:32 AM Flag

    very on the mark post - however I really think Bernanke is not protecting the banking cartel as much as he actually thinks the wealth effect of higher prices will lift us out of the mud and mire and put us on a firm stand. he really believes this in his heart of hearts. i'm a little surprised he doesn't get that there is no free lunch and the cost is lower currency value, higher costs and the most damaging - continuation of increasing debt load.

  • dutchboyinvestor by dutchboyinvestor Mar 1, 2013 12:10 AM Flag

    Leads to misallocation of assets and resources. AMZN is poster child for this phenomenon. Wasted investment in digital content, devices and other services. The so called investment phase that started years ago hasn't and won't pay dividends - gross margin games are keeping the dream alive but like in all cases the wheel of reality grinds slow but will grind fine one day. when profits never show up and growth slows to a crawl (see 1Q13 projections for proof) the value of the company must be alligned to reality. growth has declined some 60% and although 18% yoy is great for most retail - the writing on the wall is ever more ominous given the context of the 122B market cap. they really don't have an answer to this problem and with more and more facilities and employess and new investment strategies, the wall gets higher and higher. there is not an easy exit strategy here and they don't even consider some viable options b/c of flawed ethos of growth beyond everything else. what's really amazing is we have so much good data on this company and its markets yet the no see/hear/speak monkey is in full display.

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