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Showing posts with label AMZN. Show all posts
Showing posts with label AMZN. Show all posts
Wednesday, January 30, 2013

Earnings Call Notes 1.30.13

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Below are quotes from an assortment of recent earnings calls--snippets of information that I find relevant (typically on a macro/industry l...
Friday, October 26, 2012

How Many Words Does it Take to Describe a Business?

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After AMZN's report last night and surprisingly positive stock reaction, I decided to turn to the annual report for some perspective.  ...
Tuesday, October 23, 2012

Two More Charts For the Growth Graveyard

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With NFLX, OPEN, and GMCR already cut down, two stocks loathed by value investors: CMG and MNST are finally ready to be added to the list of...
Tuesday, September 25, 2012

Amazon vs. Target

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I've written a few times about what I think about Amazon's market potential , but the growth that is priced into the stock never cea...
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