Topic

AMZN

A collection of 15 issues

Amazon 3Q'24 Update

Disclosure: I own Jan 2025 $55 call options of Amazon Like clockwork, Amazon has posted another impressive quarter. Every part of the business seems to be trending well, and moving in the right direction. Here are my highlights from today’s call. Subscribe Revenue Except 1P, every segment of the

Amazon 2Q'24 Update

Disclosure: I own Jan 2025 $55 call options of Amazon Now that all the big tech reported their quarters, we now have better context to how their quarters went. So, while I will mostly discuss Amazon's earnings in this update, I will briefly touch on some broader themes

Amazon 1Q'24 Update

Disclosure: I own Jan 2025 $55 call options of Amazon Now that Meta, Alphabet, Microsoft, and Amazon all reported their quarters, we now have better context to how their quarters went. So, while I will mostly discuss Amazon's earnings in this update, I will briefly touch on some

Amazon: Model Update (2024)

Disclosure: I own Amazon January 2025 $55 Call Options Last year, I posted a more detailed work on Amazon in which I provided more in-depth discussion on the structure of my Amazon model that I am going to discuss today. If you find it hard to follow the discussion below,

Amazon 4Q'23 Update

Disclosure: I own Jan 2025 $55 Call Options of Amazon While many investors remain obsessed with quarterly topline growth of AWS, the real story continues to be North America’s sustained margin recovery. Here’s my highlights from yesterday’s earnings. Subscribe Revenue 1P revenue grew HSD and Amazon’s

Amazon 3Q'23 Update

Disclosure: I own Jan 2025 $55 call options of Amazon Imagine opening Amazon’s 3Q’23 earnings report 5 years from now and what do you think you might hope you paid more attention to? It’s very unlikely to be AWS topline growth rate this (or any) quarter. If

The Curious Case of Big Tech

Disclosure: Nearly 60% of my personal portfolio is invested in Meta, Amazon, and Alphabet “Most people overestimate what they can achieve in a year and underestimate what they can achieve in ten years.” While most market participants want to focus on what happens next quarter or the next year, it

Amazon 2Q'23 Earnings Update

Disclosure: I own shares, and Jan 2025 $55 call options of Amazon This was perhaps the best Amazon earnings call from my recent memory, especially on Amazon Retail. Not surprising that the stock was +8% in after hours. Here are my highlights from tonight’s call. Subscribe Revenue 3P, subscription,

Amazon 1Q'23 Earnings Update

Disclosure: I own shares, and Jan 2025 call options of Amazon An Analyst asked a legitimate question to Amazon management: “Does the company ever think about breaking out all the big investments so that we have more clarity on the retail margin structure?” Andy Jassy provided a word salad in

Readers' Feedback, and A Simpler Amazon Model

Disclosure: I own shares and January 2025 call options of Amazon There has been a persistent misperception among investors who mostly observe Big Tech from a distance that Big Tech is "consensus" investment. But if you look at realized volatility in some of the Big Tech stocks over