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Amazon is doing great... but its stock price now seems much riskier. This is because many self-professed "growth investors" head for the exits, swiftly and sil
by cs702 8y ago
Amazon is doing great... but its stock price now seems much riskier.
This is because many self-professed "growth investors" head for the exits, swiftly and silently, the moment they get a whiff that growth is slowing down.
- koreyb 8y agoThe growth numbers to keep an eye on aren't ecomm, it's AWS and Prime subscriptions.
- cs702 8y agoI would say keep an eye on the whole top line, not just those two contributors to revenue. And also, watch out for any warning signs in the industry suggesting that cloud services are starting to become utility-like (low-margin, capital-intensive) businesses. That would not be good for AWS.