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  • No E-Commerce Worries for Amazon?
    very good point, zodlidd.
    imho it's a race going on: can bezos and co. keep the share price up long enough to cash in on most of their options and shares, or not? there are billions involved for these guys sp they will do anything to grow topline at almost any cost. once the euro reverses and the dollar regains some strength the margin and profit growth numbers will start to look very scary/toppy.
    btw: RETAINED EARNINGS over AMZNs lifetime are still a negative 1 BILLION! After running the business for almost 13 years they sit on ACCUMULATED LOSSES of 1 billion - overall they haven't earned a dime yet!
    Jul 24 04:39 am |Rating: 0 0 |Link to Comment |View article
  • Online Sales: Poking Holes in the Long Tail Theory
    so what's your point? isn't it that adding ever more 'obscure' items comes at a marginal cost which in turn starts weighing on the overall profit margins if you just add a sufficient number of such items? and does a company create or destroy shareholder value adding heavily on the tail side?
    Jul 03 08:36 am |Rating: 0 0 |Link to Comment |View article
  • Internet Companies Can't Manage - So They Must Be Taken Over
    at least, amzn has managed to compensate its managers and top execs richly even while at the same time after 12 years of existence as a public company, it hasn't yet turned a profit, overall, for its shareholders. so say about mgmt there all you want - the shareholders have yet to see any of that greatness trickle down to them.
    but maybe, it will in future. but then again, following the authors suggestions amzn might be busy acquiring and restructuring acquired companies resulting in yet another decade of empty promises of "profts somewhen down the road"
    Jun 11 05:08 am |Rating: 0 0 |Link to Comment |View article
  • Is Amazon's Free Cash Flow Overstated?
    very good article, that covers an important aspect of amzn, or any company, for that matter.
    however, i doubt that staunch amzn-stock-lovers will really pay attention. for me, it is an important fresh input that fits very well into a picture that shows amzn being excessively overvalued
    May 29 09:11 am |Rating: 0 0 |Link to Comment |View article
  • Amazon: Forget Analysts, Kindle Still Irrelevant
    very well written.
    a paper print-out will beat any electronic display hands down for many years to come. Many people wotk in fron of computer screens t5hese days and the last thing you want to do after a long workday is to spend another hour or two staring into