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benthompson's profile
Ben Thompson
Ben Thompson
Ben Thompson
Verified account
@benthompson

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Ben ThompsonVerified account

@benthompson

Author/Founder of @stratechery. Host of @exponentfm. @notechben for sports. @monkbent on other networks. Home on the Internet.

Taipei, Taiwan
stratechery.com
Joined December 2006

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    Ben Thompson‏Verified account @benthompson 27 Oct 2013

    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 …

    6:15 AM - 27 Oct 2013
    • 22 Retweets
    • 19 Likes
    • Woosung Ahn 안우성 Kingshuk Das Stefan Schubert Techmeme Ali Shah Bill Esbenshade na Michael Bracklo benjamin
    9 replies 22 retweets 19 likes
      1. New conversation
      2. Josh Carroll‏ @theleica 27 Oct 2013
        Replying to @benthompson

        @monkbent you don’t take over the world by slowing down though.

        1 reply 0 retweets 0 likes
      3. Ben Thompson‏Verified account @benthompson 27 Oct 2013
        Replying to @theleica

        @theleica exactly

        1 reply 0 retweets 0 likes
      4. Josh Carroll‏ @theleica 27 Oct 2013
        Replying to @benthompson

        @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.

        0 replies 0 retweets 1 like
      5. End of conversation
      1. Tatil Sever‏ @Tatil_Sever 27 Oct 2013
        Replying to @benthompson

        @monkbent Meh... Investments do not get subtracted from profits, only the depreciated part of the investments.

        0 replies 0 retweets 0 likes
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      1. Rahul Dash‏ @AmusedDash 27 Oct 2013
        Replying to @benthompson

        “@monkbent: http://www.eugenewei.com/blog/2013/10/25/amazon-and-the-profitless-business-model-narrative …” so much noise around amazon not showing profits.

        0 replies 0 retweets 0 likes
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      1. Sol Tran‏ @soltran 27 Oct 2013
        Replying to @benthompson

        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 …

        0 replies 0 retweets 0 likes
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      1. Sol Tran‏ @soltran 27 Oct 2013
        Replying to @benthompson

        @monkbent Even if Amazon has the potential to turn on the spigot, the stock price assumes a rly healthy margin. That is a risky assumption

        0 replies 0 retweets 0 likes
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      1. Brian Rothenberg‏ @bmrothenberg 27 Oct 2013
        Replying to @benthompson

        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 …

        0 replies 0 retweets 0 likes
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      1. judopher‏ @Judopher 27 Oct 2013
        Replying to @benthompson

        @monkbent this article seems to confuse investments, expenses, depreciation, fixed costs, etc

        0 replies 0 retweets 0 likes
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      1. Rob Majteles‏ @treehcapital 27 Oct 2013
        Replying to @benthompson

        @monkbent and, if Amazon "flipped the switch", what do you think would happen to growth rate? Can't remain unchanged?

        0 replies 0 retweets 0 likes
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      1. New conversation
      2. McManus‏ @c_mcmanus 27 Oct 2013
        Replying to @benthompson

        @monkbent Operating margin is negative. They have to grow top-line just to cover investments already being expensed

        1 reply 0 retweets 0 likes
      3. Ángel Lamuño ❦‏ @AngelLamuno 27 Oct 2013
        Replying to @c_mcmanus

        @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

        1 reply 0 retweets 0 likes
      4. McManus‏ @c_mcmanus 27 Oct 2013
        Replying to @AngelLamuno

        @AngelLamuno @monkbent It is negative. I'm not saying they are not managing to itpic.twitter.com/cQS25bykqS

        2 replies 0 retweets 0 likes
      5. Ángel Lamuño ❦‏ @AngelLamuno 27 Oct 2013
        Replying to @c_mcmanus

        @c_mcmanus Key is in your real ‘managing to it’ not their nominal figure. No need to increase revenue to ‘cover investments being expensed’.

        0 replies 0 retweets 0 likes
      6. End of conversation

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