@monkbent you don’t take over the world by slowing down though.
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@monkbent I have to say, I am much more interested in Amazon’s growth than I am in Google’s. Maybe even more so than Apple.
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@monkbent Meh... Investments do not get subtracted from profits, only the depreciated part of the investments.Thanks. Twitter will use this to make your timeline better. UndoUndo
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“
@monkbent: http://www.eugenewei.com/blog/2013/10/25/amazon-and-the-profitless-business-model-narrative …” so much noise around amazon not showing profits.Thanks. Twitter will use this to make your timeline better. UndoUndo
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Great analysis, but flawed in that
@monkbent doesn't analyze$AMZN's current valuation. It's still overvalued imo http://www.eugenewei.com/blog/2013/10/25/amazon-and-the-profitless-business-model-narrative …Thanks. Twitter will use this to make your timeline better. UndoUndo
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@monkbent Even if Amazon has the potential to turn on the spigot, the stock price assumes a rly healthy margin. That is a risky assumptionThanks. Twitter will use this to make your timeline better. UndoUndo
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Agree RT
@monkbent: Yes. If Amazon liked, they could switch top-line growth to bottom-line just by slowing investment http://www.eugenewei.com/blog/2013/10/25/amazon-and-the-profitless-business-model-narrative …Thanks. Twitter will use this to make your timeline better. UndoUndo
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@monkbent this article seems to confuse investments, expenses, depreciation, fixed costs, etcThanks. Twitter will use this to make your timeline better. UndoUndo
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@monkbent and, if Amazon "flipped the switch", what do you think would happen to growth rate? Can't remain unchanged?Thanks. Twitter will use this to make your timeline better. UndoUndo
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@monkbent Operating margin is negative. They have to grow top-line just to cover investments already being expensed -
@c_mcmanus A's operating margin is NOT negative. They use all available EBT to finance growth, then make a little profit or loss.@monkbent -
@AngelLamuno@monkbent It is negative. I'm not saying they are not managing to itpic.twitter.com/cQS25bykqS
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@c_mcmanus Key is in your real ‘managing to it’ not their nominal figure. No need to increase revenue to ‘cover investments being expensed’.
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