Inside Amazon's $100 Billion Cash Stockpile

Поделиться
HTML-код
  • Опубликовано: 18 ноя 2024

Комментарии • 74

  • @raylinflute2501
    @raylinflute2501 4 месяца назад +8

    most underrated channel in all of history. great insights!

  • @tonimontana5153
    @tonimontana5153 4 месяца назад +7

    Hello Cameron, thanks for the excellent video!

  • @ulrichschnier307
    @ulrichschnier307 4 месяца назад +5

    You've been missed, man ...
    Good to see you again.

  • @andrewhill6379
    @andrewhill6379 3 дня назад

    Nice analysis keep them coming 👍

  • @cookiejar01
    @cookiejar01 4 месяца назад +3

    Good choice, I love Oban. Tried the Little Bay one and it’s really good. Cheers and greetings from the UK 🥃

  • @Nguyenvictory83
    @Nguyenvictory83 3 месяца назад +31

    I lost over $70k when everything started to tank. Not because I was in an exchange that went belly up. I was just stupid to hold and because that's what everyone said. I'm still responsible. It just taught me to be a better investor now that I understand more of what could go wrong. It took me over two years of being in the market, I'm really grateful I found one source to recover my money, at least $10k profits weekly. Thanks Natalie Strayer. .

    • @DaveCulbertson
      @DaveCulbertson 3 месяца назад

      I'm surprised that you just mentioned Natalie Strayer here also Didn’t know she has been good to so many people too this is wonderful, i'm in my fifth trade with her and it has been super.

    • @Scottweeier846
      @Scottweeier846 3 месяца назад

      The very first time we tried, we invested $2000 and after a week, we received $9500. That really helped us a lot to pay up our bills.

    • @carolynvo7802
      @carolynvo7802 3 месяца назад

      Natalie Strayer has really set the standard for others to follow, we love her here in Canada 🇨🇦 as she has been really helpful and changed lots of life's

    • @Rodriguezpaul-9
      @Rodriguezpaul-9 3 месяца назад

      I'm new at this, please how can I reach her?

    • @Brucelanham845
      @Brucelanham845 3 месяца назад

      After I raised up to 125k trading with her I bought a new House and a car here in the states also paid for my son's surgery
      Glory to God shalom.

  • @TiberiuFilip
    @TiberiuFilip Месяц назад

    Hi Cameron, thanks for the video! In the file you mention FCF adjusted for 2023 is 61 bln but how did you reach this number? FCF at dec 31st 2023 was 32 bln minus the 24bln stock based comp = 8 bln.
    Today the stock sells at 40x FCF (without adjusting for the stock based comp). If in 10 years we have roughly 10$/share in FCF it means a 1,85 Trillion market cap if we use the 18x market multiple (we would need a 40x multiple to reach the 4T valuation from the model). Can you please help out what am I missing?
    Thanks!

  • @jaredw395
    @jaredw395 4 месяца назад +1

    Classic analysis great video

  • @eddiebrady6351
    @eddiebrady6351 3 месяца назад

    Great info!

  • @12Soldieroffortune12
    @12Soldieroffortune12 4 месяца назад +4

    Good to see you back, Cameron. Another great video with lots to learn from… please create videos more often.. we wait for them

  • @TheEmmd
    @TheEmmd 4 месяца назад +1

    How about the,
    - P/E ratio for 5yrs >90+
    - ROIC below 7% ?
    - LTL 5yr free cash flow>15years ?
    - high price to free cash flow ?
    Thanks

  • @james.equity
    @james.equity 4 месяца назад +3

    Welcome back!

  • @ericfernandez4972
    @ericfernandez4972 4 месяца назад +1

    I’d like to hear what you have to say about palantir. Think it’d be a good video 👍

  • @The_Reasonable_Man
    @The_Reasonable_Man 4 месяца назад

    Great video! Thanks, Cameron! Would love to see you do a follow up on BTI and MO. Also, have you thought about doing a video on Nucor (NUE)! Thanks!

  • @jjr5275
    @jjr5275 4 месяца назад

    Hi Cameron. Thank you for the video. Very interesting take, I will start my due diligence thank to you :) I would have a video suggestion. What about Nike with their recent price decrease ?

  • @MrGiggity890
    @MrGiggity890 3 месяца назад

    Really liking Amazon after the recent market correction

  • @mikepalkocpa576
    @mikepalkocpa576 4 месяца назад

    Thanks Cam, cheers

  • @lsh1412
    @lsh1412 4 месяца назад +1

    Commenting for the algorithm! Love your content and found it humorous the dabbling in the AMSR during the intro.

  • @thai-anhnguyen5527
    @thai-anhnguyen5527 4 месяца назад

    Nice video! Please do Realty Income! 😊

  • @MegaKisse
    @MegaKisse 4 месяца назад

    What price is it in the shelf behind you?

  • @faronskelton4085
    @faronskelton4085 4 месяца назад

    Thank you sir

  • @derekbenko3180
    @derekbenko3180 4 месяца назад +2

    Nike took a big hit after their last earnings and is selling at a multi year low. Would love to see your thoughts on such a premium brand name

    • @jackbrown5184
      @jackbrown5184 4 месяца назад

      Doesn’t matter how premium a brand is if they can’t make $ or operate efficiently.

  • @Just-In-Credible
    @Just-In-Credible 4 месяца назад

    Great video, speaking of Amazon, can you please do a video on Rivian? It's up over 110% in three months!!!!!!!!!!!!!!!!!!!!!!!!

    • @CstewartCFA
      @CstewartCFA  4 месяца назад

      Don’t try lose $160k per car sold ?

  • @gz6x
    @gz6x 4 месяца назад

    How it compares to other magnificent 7?

  • @bobathedog
    @bobathedog 4 месяца назад +1

    Or a meta update!❤❤

  • @bobathedog
    @bobathedog 4 месяца назад +1

    I think we’d all benefit from a google update! ❤

  • @FKAS8410
    @FKAS8410 4 месяца назад

    You know the video's crazy when Cameron is pulling out the scotch

  • @Dave004
    @Dave004 4 месяца назад

    Little ASMR scotch drinking to go along with a great analysis! Thanks for all the work you do, its much appreciated!

  • @dakel7
    @dakel7 4 месяца назад +4

    what about CVS or PYPL update?

  • @dontplayformenero
    @dontplayformenero Месяц назад

    Where are you Cameron? Haven't seen any updates in months

  • @arangotan
    @arangotan 4 месяца назад +1

    Oban is the best value for money scotch

  • @InvestingCatalysts
    @InvestingCatalysts 4 месяца назад

    don't do palantir. Its a gamble. Not an investment. Do one of the energy stocks - enphase, first solar, solar edge. IF and its a big if, the US starts installing solar like what is happening in Europe and China, these stocks are going to roar. Are they worth anything at all if the market just stays steady state? I like Enphase as a total package. They sell panels, inverters, batteries, contorllers and software. And they have a certified installer program.

  • @redken19
    @redken19 4 месяца назад

    Why do you ruin the whisky with ice, Cam?

    • @singhka88
      @singhka88 4 месяца назад

      only psycho's drink it warm!

    • @CstewartCFA
      @CstewartCFA  4 месяца назад +2

      Something about the ice in the glass I just like

  • @mamaofjazz
    @mamaofjazz 3 месяца назад +4

    Hi. where do I see your advice on crypto happenings? I am trying to understand crypto trading and looking for professional help.

    • @spin-k5x
      @spin-k5x 3 месяца назад

      BTC is the first asset a person can truly own that is unconfiscatable.

    • @We-The-Peoplee-1776
      @We-The-Peoplee-1776 3 месяца назад

      There are many factors to consider when making a successful investment, and I'd be happy to offer some guidance. Can you tell me a bit more about your current experience and knowledge level in crypto trading? That way, I can provide more specific advice

    • @mamaofjazz
      @mamaofjazz 3 месяца назад

      I have had a bad experience of losing a lot of money because I had no idea how the market works. That's why I am looking for a crypto broker to help me out with a good strategy

    • @We-The-Peoplee-1776
      @We-The-Peoplee-1776 3 месяца назад

      I'm so sorry to hear about your previous experience with crypto trading. It's understandable to feel hesitant after losing money, and it's important to be cautious when making investments. I'd be happy to share some advice and resources with you, which I can't guarantee success and profits. Investing in crypto and real estate have been helping me a lot in my life.

    • @mamaofjazz
      @mamaofjazz 3 месяца назад

      This sounds very good. How do you do that? I'm interested, how do I go about getting started?

  • @Coda1850
    @Coda1850 4 месяца назад +3

    You forgot to bend your brim. 👍

  • @fatihdogan712
    @fatihdogan712 4 месяца назад +1

    For forecast, you should separate AWS and retail I think, if you do, you will find it to be much different.

  • @FKAS8410
    @FKAS8410 4 месяца назад

    Cameron I will break open the finest scotch in the house if you'd do a video on $HITI. Strenghtening fundamentals and a declining share price is what we're all about. Best regards.