heres the best part
Valuations per revenue
WMT 0.5X annual sales
AMZN 1.8 X sales
More interesting is valuation by profits for next year
WMT expected to have profits of 30 bln or ProFT X of 8
AMZN is expected to have profits of 1 bln or ProFT X of 150
Imagine, AMZN has all these "growth lines" from social living, to payment processing, to independent sellers (I will get to this point next) to selling gorceries/delivery (doesn't make profits) Can you imagine WMT saying they will build Houses in space and they need to borrow 10 Trillion and they infest in infastructure, yada yada yada, it will take 20 years for the scam to unfold until, WMT says they will have Homes in the OCEAN to prolong the scam of making $$$.
Shorting is the only way, one fine day, one respectable person, company, wall street guru will make a very scathing report on AMZN's profitability and the lemmings will rush to sell. (in this case the hedge funds/funds who own AMZN only for it to keep winding higher)
My last point is for those independent sellers who sell on AMZN:
Here are a few tidbits
The govt is going after these guys for non payment of sales taxes/ Another issue is AMZN may be liable, as that aspect of selling independently owned goods through your network may infringe liability on you.
Fraud, used, second hand gods being sold as New could be a problem thus bringing further scrutiny on AMZN. Besides all this can be done for free on Craigslist, one not need to list on AMZN.
Fire is a Flop
Payment Processing is a $$$ Loser for AMZN (good for businesses though)
they will lose more $$$
Another tidbit, WMT website grew 20% more sales Q over Q (that is a hidden gem) for AMZN shorts.
AMZN cannot make money in Retail!
Fights with publishers is one thing, with DISNEY ??? No way you do that to an AMerican Icon like that.
DIS will go to WMT or somewhere else, further Bleeding Bezos losses!
they make $$$ unlike AMZN. Higher growth rate than AMZN's websites (non profit making) and making $$$ is WMT website. I just hope DISNEY cancels with AMZN and goes with WMT and AMZN falls to $20/share, where it belongs!
As far as payment processing, AMZN will lose lots of $$$, Square, with a flat fee of 2.75% cannot make any money so how is AMZN going to? sure more volume = greater losses, so thats not the answer.
There FIRE phone is a BUST, know of anyone near you with one? NO!
The next earnings, they will guide down again!
As per Bloomberg interview with guest, payment processor square is currently unprofitable at 2.75%, reasoning is the flat fee. Rewards cards and per swipe transactions are normally charged by most processors, not square, hence AMZN will be bleeding money out of pocket, good for the businesses, very bad for unprofitable AMZN !
Square loses money at 2.75%, so how much will AMZN lose at 1.75 for being a processor?
This is going to be a loss in the 100's of millions, just look at square not being profitable at 2.75%!
MAP pharma has a vaccine (in short supply) for EBOLA that is available to the US govt and certain officials, like the preist in Madrid Spain, but Africans have no access. Shouldn't AGN be up huge because of this?
seems like when the stock is up a few points 3 or more, it finds a way to come back down. markets are volatile and on the drop of bad news and sentiment, it drops a 100 dow points right away. Failed to close above 314 on 4 seperate tries! Time to short.
Like the titanic!
Look at Yelp
Had great top n bottom line,
Some clown analyst said that business clients growth were down sequentially q over q
We'll that segment was only 4.6% of the entire business??
They will bring stock down by 30 points on way down!
To b honest , it's nothing more tha say a yellow pages book or the likes, crazy valuations!
Amzn, lnkd, both talk of the future, make no money as profits, n have sky high valuations?
Time to take back, bring prices down!
Fair value about $100
Looking at magins of 8.5% and based on increasing revenue growth of 15% for foreseeable future, ie
1 year out, with 10% discount model.
Here are the figures
Revs about 90 bln
Earnings net, 7.2 bln
Gross without spending to actually be negative (like usual)
Would be 1.5 bln / yr
Or about $4/ share
Hence a premium valuation for amzn at pe of 25 = $100
Should open at 85-90$ in AM
If YELP were to be valued like AMZN than YELP stock should be 1300$/ share!
Si if ur into growth companies, chech out YELP !
If Hlf cannot trade at a pe of 11, with 10% growth
How the heck is Amzn at a PE of 500 with negative earnings and growing revenues, seems like
The more revenues amzn has, the less the earnings!
Remember: fraudsters come up with multiple ideas, schemes, bizzare growth ideas, when
Confronted with a house of cards!
Amen margins are decreasing even though revenues are increasing, prime membership pricing are steadily climbing up: I went short via options because 1. Increasing revs and membership to prime still equal lower margins and negative income. 2. Future growth with fire phone, devices of various kinds may further increase revenues but overall margins fall since amzn sells hardware for very little or no profit!! 3. The entire premise of amzn 3-500 pe multiple was that revs will accelerate and margins will stay the same and or improve since infrastructure spending is to save long term costs but this is clearly not the case!! Clearly this is one really decent opportunity to Short via options!!
with Toyota Motors paving the way with their new Hydrogen line up, we can finally see the light at the end of the tunnel. Recall the electric vehicles and Toyota Prius? Now its time for new technology.