Author Topic: Stocks  (Read 280008 times)

Offline yuneeq

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Re: Stocks
« Reply #3105 on: March 29, 2018, 01:25:45 AM »
I didnít read the article yet, but the way I look at it is, every industry has its leader and then the competitors. some with bigger gaps some with smaller gaps, 3 examples:

Airlines no real leader small gaps.
Visa vs MC medium gap.
Nike vs UA huge gap.

Iíd put Amazon vs Walmart and Target in the Nike territory, huge gap, but ability to compete, might be super hard to compete and the gap will always be huge, but so what? Try opening a brand to compete with Nike let me know how that goes.

You couldnít compete with Microsoft when the only place to run a browser was on their OS. the gap was 99.99 to.01 with those other operating systems.

 Bad example - forgot about Adidas? 2nd - Adidas and UA are already successful athletic brands and thereís not much barrier to entry. If Nike decides to hike their prices and become uncompetitive they will lose market share very quickly. OTOH, Walmart is not an online success story yet, and the barrier to entry is extremely high. My argument above was that if Walmart online fails, Amazon will probably get hit with antitrust suit. Not necessarily will they lose though. Dark horse to be aware of: Google with their new Shopping Actions program can hit Amazon very hard if rolled out properly.

Ps. The Microsoft antitrust was that they bundled their own browser and made it part of the OS, other browsers were still available on Windows.
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Offline Ephraimh

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Stocks
« Reply #3106 on: March 29, 2018, 01:48:31 AM »
Bad example - forgot about Adidas? 2nd - Adidas and UA are already successful athletic brands and thereís not much barrier to entry. If Nike decides to hike their prices and become uncompetitive they will lose market share very quickly. OTOH, Walmart is not an online success story yet, and the barrier to entry is extremely high. My argument above was that if Walmart online fails, Amazon will probably get hit with antitrust suit. Not necessarily will they lose though. Dark horse to be aware of: Google with their new Shopping Actions program can hit Amazon very hard if rolled out properly.

Ps. The Microsoft antitrust was that they bundled their own browser and made it part of the OS, other browsers were still available on Windows.
If you consider Adidas when evaluating Nike you should consider baba when evaluating amazon, pretty successful and established as well... I was just focusing on US competition.

And considering what Walmart and target already do in the online space you think that if amazon were to hike their prices and become uncompetitive they will not lose market share to the smaller ones? Of course they will, Walmart is as a competitive stick to amazon as UA is to Nike, in a way even stronger since thereís no brand loyalty involved.

Offline thebudgetdeals

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Re: Stocks
« Reply #3107 on: March 29, 2018, 02:53:41 AM »
Everything nice said but the maid difference is... That MSFT back than as well GOOG now are cash cows generating billions of dollars in profit so even after the fines on GOOG or the Anti Trust by MSFT they are just slowing down and not continuing full force vs, AMZN which needs to continue full force in order to justify theit stock price trading at 100's of multiples So even if it wont bankrupt them it could have a HUUUUGE inpact on stock price
(I dont predict it but.....)

Offline aygart

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Re: Stocks
« Reply #3108 on: March 29, 2018, 09:44:38 AM »
And here I remember when Adidas and Converse were the $10 sneaker you bought in Caldor or Bradlee's.
You have the right to remain silent. Anything you say can and will be used to start a religious discussion.

Offline Ephraimh

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Stocks
« Reply #3109 on: March 29, 2018, 09:55:26 AM »
And here I remember when Adidas and Converse were the $10 sneaker you bought in Caldor or Bradlee's.
Today you buy the knock off brand on... Alibaba

It was a global economy then and it is one now, just depends what you wanna look at

Offline Dan

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Re: Stocks
« Reply #3110 on: March 29, 2018, 10:09:49 AM »
15% off Amazon with code AMZN
Save your time, I don't answer PM. Post it in the forum and a dedicated DDF'er will get back to you as soon as possible.

Online davidrotts63

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Re: Stocks
« Reply #3111 on: March 29, 2018, 10:15:07 AM »
15% off Amazon with code AMZN
Lol. Are you going to put a stop loss now?
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Offline Ephraimh

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Re: Stocks
« Reply #3112 on: March 29, 2018, 10:16:14 AM »
15% off Amazon with code AMZN when ordering through DonaldJTrump.com
Ha!
FTFY.


Offline Mordyk

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Re: Stocks
« Reply #3113 on: March 29, 2018, 10:17:40 AM »
 my friend had a TSLA $240 put that he bought last week. i told him he was crazy. he sold it on Monday:o

Offline Ephraimh

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Re: Stocks
« Reply #3114 on: March 29, 2018, 10:22:31 AM »
Everything nice said but the maid difference is... That MSFT back than as well GOOG now are cash cows generating billions of dollars in profit so even after the fines on GOOG or the Anti Trust by MSFT they are just slowing down and not continuing full force vs, AMZN which needs to continue full force in order to justify theit stock price trading at 100's of multiples So even if it wont bankrupt them it could have a HUUUUGE inpact on stock price
(I dont predict it but.....)
AMZNs birth control slipped last quarter and they generated $2 Billion in profits by total accident.

They generated $60 Billion in revenue in 12 weeks, they have no issue to turn on the cash machine if their existence depended on it.

Offline yesitsme

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Re: Stocks
« Reply #3115 on: March 29, 2018, 10:47:29 AM »
so now its prime time to invest in amzn?

Offline Mordyk

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Re: Stocks
« Reply #3116 on: March 29, 2018, 11:09:31 AM »
AMZNs birth control slipped last quarter and they generated $2 Billion in profits by total accident.

They generated $60 Billion in revenue in 12 weeks, they have no issue to turn on the cash machine if their existence depended on it.
love this comment ;D

Offline avromie7

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Re: Stocks
« Reply #3117 on: March 29, 2018, 11:12:13 AM »
Dark horse to be aware of: Google with their new Shopping Actions program can hit Amazon very hard if rolled out properly.
Someone can always come in and offer a better product, if amazon raises prices and their CS goes to hell, someone else will come in. If no one else can come in it proves that they are providing the best service, because there is only so much they can cut their CS or raise their prices before someone else will come in and compete.
I wonder what people who type "u" instead of "you" do with all their free time.

Offline thebudgetdeals

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Re: Stocks
« Reply #3118 on: March 29, 2018, 12:13:46 PM »
AMZNs birth control slipped last quarter and they generated $2 Billion in profits by total accident.

They generated $60 Billion in revenue in 12 weeks, they have no issue to turn on the cash machine if their existence depended on it.
They could but if they stop expanding and have a 20B yearly profit they will get a 10 or 15 P/E ratio with a market cap of 200B-300B and a 7% increase each year .. and they will reach the 1T mark the year Madoff leaves prison.... to justify current valuations and more they MUST continue expansion AND turn in profits

Online davidrotts63

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(Quit) pulling out the flowers, and watering the weeds. -Peter Lynch