@monkbent @eric_perlberg always is when you're starting out near zero (profit) :) future scenarios that justify the valuation unimaginable
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Replying to @anandabits
@anandabits@eric_perlberg very imaginable. I think you meant improbable?2 replies 0 retweets 0 likes -
Replying to @benthompson
@monkbent@eric_perlberg Amazon is a great company in many ways, just not worth anywhere near current valuation.1 reply 0 retweets 0 likes -
Replying to @anandabits
@anandabits@eric_perlberg what is the bear case for Amazon? How are they threatened?1 reply 0 retweets 0 likes -
Replying to @benthompson
@monkbent@eric_perlberg no need for threat to see them as enormously overvalued. What is the case future earnings will justify valuation?1 reply 0 retweets 0 likes -
Replying to @anandabits
@anandabits@eric_perlberg actually, there is a need. If can't articulate threat, then upside is by definition unlimited with zero downside4 replies 0 retweets 0 likes -
Replying to @benthompson
@monkbent@anandabits@eric_perlberg BEAR case: No extra rev grow v weak US GDP rate—P/E falls; compets cap margin—E static. P implodes.1 reply 0 retweets 0 likes -
Replying to @WaltFrench
@WaltFrench right. It exists. But it's hard to take bears seriously if you don't have a bear argument!@anandabits@eric_perlberg4 replies 0 retweets 0 likes -
Replying to @benthompson
@monkbent@WaltFrench@anandabits@eric_perlberg kinda like the AApl bears who think they will be disrupted. By what?1 reply 0 retweets 0 likes -
Replying to @DrostSteven
@DrostSteven@monkbent@WaltFrench@anandabits wow, getting 8 hours sleep and using twitter are apparently incompatible.1 reply 0 retweets 0 likes
@eric_perlberg thread was out of control
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