Amazon New Shareholder Letter Highlights - Is It A Buy?
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- Опубликовано: 9 июн 2024
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Hello everyone, I am Daniel Pronk and in today's video, I discuss the key highlights and takeaways from Amazon's 2023 shareholder letter. This letter contains many insights into Amazon's future, the future of AI, innovations the business is working on, and more.
00:00 - Introduction
00:46 - Amazon 2023 Performance
01:45 - Building Consumer Business
02:49 - Continue to Lower Costs
04:03 - Profits & Margins Expanding
05:12 - International Business Growth
06:10 - Amazon Ads Business Growth
07:10 - AWS Updates & Outlook
09:47 - Prime Video Becoming Profitable
10:28 - Amazon Competing With Starlink
13:49 - The Future of Amazon AI Business
22:34 - Closing Thoughts & Takeaways
25:22 - What I am Doing With My Amazon Shares
Disclaimer: Before we dive into this discussion, I want to make it clear that I am not a financial advisor, and nothing I say is intended to be a recommendation to buy or sell any financial instrument. All trading and investing activities must comply with the regulations set forth by the Securities and Exchange Commission (SEC). I will never ask you to send me money to trade for you, and if you come across any suspicious emails or fake social media profiles claiming to be me, please report them immediately. Additionally, it's important to remember that there are no guarantees or certainties in trading or investing, and you should never invest money that you can't afford to lose. While my videos may contain affiliate links or sponsorship to products I believe will add value to your life, it's crucial to conduct your own research before making any financial decisions. 
Развлечения
Enjoyed it, thank you!
You’re amazing, thanks! 👑
Awesome video! Thanks Daniel!
Thank you so much for your information
Personally I would love to see you do more video's like this!!! It's why I started watching your channel in the first place, I'm not a real book reader but I do own 200+ audio books so hearing info and methouds sticks with me more then just reading about them.
Very valuable video. Thanks!
So, please list down what those valuable inputs arem and how reliable they are, starting from satelitte internet...
Great video. Would love to see more investor letter reviews.
Love Amazon also, doubled down about 4 months ago. Great video Danial. Thanks.
Thanks!
Great video, would love to see more shareholder letters videos
Thanks for the video, I am happy holder as well :)
I like this type of video
Thank you Daniel. Since so many of us own stock in this company, it was a great choice to talk about. I have your book and enjoyed it greatly. Could you do more videos on using stock unlock's DFC calculator in the variety of ways it can be used.
Just ordered Book 👍😎🔥
Legend!! Thank you for ordering :) I really hope you enjoy it!!
AMZN is my biggest position! Thank you.
Does it make sense to hold CDRs or AMZN in TFSA?
I've seen you always talking about how you don't like high stock based compensation. However you never talk about that for Amazon. The SBC for AMZN is 75% of free cash flow. What's your take on that please?
He typically uses Operating Cashflow to value Amazon because of their high capex to expand their fulfillment network, still a pretty high percentage of SBC at 28% but nowhere near the 75% of FCF.
Would be nice hearing you lear about businesess with strong fundamentals. Not necessarily if they are cheap or what.
Great job Daniel. I definitely enjoyed this kind of insight . Thank you
I had already read Andy Jassy’s shareholder letter before this video. I totally agree with you.
I like how they didn’t turned crazy and sticked to their primitives building mindset. I wouldn’t do things different. Amazon is 45% of my stockportfolio
At the end of the video you said youre not currently a buyer, is that because its already a large weight in your portfolio?
Yes I already own a lot of Amazon!
Can you imagine Amazon when they can just fly a drone over to deliver whatever you want in like half an hour? The cash flow through that business will dwarf current cash flows.
Thanks Daniel! I bought your book as soon as you mentioned it on blossom but it’s worth it even without the discount & .. I don’t own Amazon stock but I do mostly shop at amazon actually lol ❤
I have been in Amazon since 2022 don’t plan on selling this for a looong time
It’s pronounced “ex-86” btw
I can’t believe he said it as “times”
I legit lol’d
Maybe in Canadian high-schools they don't have such computer? 🤔
@@linksys813 it pairs with "faster ping" 😁😁
Not sure if Starlink would be seen as a win or a money pit, tbh.
He knows nothing on the topic, and consider satellite connection a fast internet ...Starlink users typically experience download speeds between 25 and 220 Mbps, with a majority of users experiencing speeds over 100 Mbps. Upload speeds are typically between 5 and 20 Mbps.
So, speed is NOT the key thing for Starlin...
Just yesterday Bloomberg published an article on the matter ...but of course, as he cares only about getting views to his video, a story like Amazon satellite internet is a good Click bait ...
@@danielegianetti5599 Clickbait typically refers to the practice of writing sensationalized or misleading headlines in order to attract clicks on a piece of content. The title of the video does not have such information, you should only talk about what you understand right ?
@@tiagotavares5477 so you think it is correct to report that satellite internet would be much faster than what we have "down on earth" ? Or that money cash would come when, instead, Starlink is not making profit no matter the many of years of being in business?
Thanks for the video an analyse of the shareholder letter i really like your vidéo your doing a great job,,,,,,now whats next for amazon cryptocurency? Amazon coin ? I wouldnt be suprise,,,,😉
no
@@crohmer i was just kidding !!thats why the blinking emoji 😉
.
What are saying about Internet speed offering??? 😂 Faster ping time??? Maybe you meant "lower latency" ? Don't talk of things you don't know ...speed with Starlink Is FAR below other offerings as users typically experience download speeds between 25 and 220 Mbps, with a majority of users experiencing speeds over 100 Mbps. Upload speeds are typically between 5 and 20 Mbps.
Starlink benefits is providing access no matter where you are, it is not about speed ...
Daniel, don't talk on things you don't know... Starlink is far from being a profitable business, as Bloomberg just highlighted once again yesterday, so tell us how, instead, Amazon will turn into cash flow. Secondly, satellite internet is far slower that what fibres or 5G can offer.
So many comments of hate in a few hours. Don't like don't watch, it's pretty simple. Hes providing some information, people have to do their own research in the end of the day.
@@tiagotavares5477 it's not hate, it's pointing out what is wrongly reported in video unless you want to explain how satellite internet is much faster that what fibre and 5G offers...
@@tiagotavares5477 and, by the way I have followed Daniel since summer 2020 and happy to give positive feedback where I agree on the shared content, in this case I believe it's misleading to give bullish input on a stock about something he doesn't know. You may disagree with me, fair enough
11:43
Daniel said it "can become an absolute cashflow machine over the coming DECADES".
Lots things changed in the world over last few decades lol
@@GnawNehc It doesn't matter the point in time, it is still based on nothing, just a statement without any solid base. Internet has changed the world, but how many companies from the dot come buble are still around?
Value investing is not about betting on something, for that you have Las Vegas
He's focussing on retail rather than the high value cloud business, and AI is a giant hype job. There's no significant value add that justify the rosy projections about growth off the back of this.
Hahahah I hope you’re joking.
Amazon has pole position to be the stock of the decade upcoming 10 years.
wut
Back up the truck 🛻 AMZN