2022.01.27 10:46 Andre3000RPI Amazon 5000 pt
Amazon is really being unappreciated in the market as it’s not being considered a cloud business. It should be considered a cloud business even tho 10-15% of revenue is their cloud business “AWS” because 60-65% of fcf comes from AWS.
Amazon is projected to grow this business segment 25% for a decade which makes sense because it’s a 2 trillion dollar market where they are likely to keep 50% marketshare and have a 60% margin which comes to 600b alone.
However we have to remember the other businesses are slowing it down so to be conservative we will say it will grow 18% a year for a decade, have a 12% discount rate and deserves a 36x fcf multiple for growing at 18% consistently. We have to keep in mind massive margin expansion is to come from this aws business so 18% is a heck of a low ball
Now here is the math
(40b fcf * 1.1810)(36)/(3.12)
= 2.4 trillion and it’s trading at 1.4 trillion so it’s almost at my margin of saftey price of 1.2 trillion
I consider Amazon a tier one company so if discovery is every trading at the same margin of saftey as Amazon I would switch to being all in Amazon but since discovery offers the much larger discount I am still all in discovery
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2022.01.27 10:46 MeowMe40 ADA Reasonable Accommodation and Home Office Credit
2022.01.27 10:46 nyjrku Can anyone provide data on especially changes to the US economy showing that we don't have meaningful jobs anymore?
I mean, someone working at google or a think tank in DC isn't as impacted, as the coal worker / factory worker / middle management / accountant even of a generation ago that had a guaranteed quality of living (i just mean in terms of they could get a job, keep a job, and afford their life, more than today), whose children now cant afford to pay rent.
i think of it like this pie chart.. the people who have access to different types of jobs where they can afford their life.. the mechanics of 20 years ago vs the mechanics today working for midas helping their boss afford a really nice vacation house while they barely get by.
whose got data on this
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2022.01.27 10:46 Prodialup Does anyone know of Payphones across america?!
2022.01.27 10:46 North-Conference-642 WTF this cats say not touch my ass
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2022.01.27 10:46 billsone2three Winter exercise suggestions?
Hey y’all. This is my Dal’s first winter and it has been brutally cold. Numerous days in a row below 0. Today is currently -6. It seems too cold for walks but I need to get my boy his exercise. Any tips would be great. Thanks.
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2022.01.27 10:46 namajapan Japanese emergency ration crackers about to expire, so the only logical thing is to wolf them down with some tuna-mayo mix
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2022.01.27 10:46 bloodyhunterx300 Spirit's cock can kill the Legion
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2022.01.27 10:46 Tankbean PFAS worry justified
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2022.01.27 10:46 vramavrama Szia Uram! Árstop érdekel?
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2022.01.27 10:46 Fabx_ Linux user mode POV
2022.01.27 10:46 sulatanzahrain Politicians got mad bcoz there not above the law anymore
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2022.01.27 10:46 dorreguinho ⚡ Weekly @BandProtocol infographic! courtesy of Citadel.one validator node ⚡
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2022.01.27 10:46 jmcyoder Risking my crush
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2022.01.27 10:46 lonelyfatoldsickgirl Best colourist in the city?
Who would you say is the best colourist in the city? I recently had my hair coloured and it came out orange-red. They fixed it by putting on a dark colour so now my normally golden brown hair is pure black. I look like a goth in my mid 40’s. It’s not flattering.
I want to find a colourist who has access to various lines of colours and has years of experience. I don’t care about the price I just want someone really really good. Hopefully this can be fixed!
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2022.01.27 10:46 10XEngine Start Now
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2022.01.27 10:46 ZER0_H0PE In light of recent reveals/leaks
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2022.01.27 10:46 bearnano Just learned why it's called Frog Nation! 🐸
Because we've been slowly boiled alive and taken for fools and don't even realize it.
With the news breaking out about Sifus identity, it's clear whatever moral integrity this project had is now gone.
I'm more disappointed in Dani, knowing who he was this whole time and continuing to work with him. That really shows what kind of character Dani is. He shouts wagmi to the public, while boiling all the frogs to their death.
Grab your pitch forks 🍴🍴🍴
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2022.01.27 10:46 Czarxo Custom cowboys jersey
So I’m looking for a New Jersey and saw the customized jersey name and number option on the nflshop site.
I’m trying to find out if I put my name and number on the jersey would come out right or if its even worth buying .
I can’t seem to find any reviews for the custom Jerseys anywhere
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2022.01.27 10:46 SIGPRO9 Added to the small collection, very difficult to find it . SO HAPPY
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2022.01.27 10:46 OsurukGucu Yaşamayan yoktur...
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2022.01.27 10:46 sourcandyplague i want a daith, cant decide which ear i should get it on — i plan on getting a rook on the ear i dont get the daith on
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2022.01.27 10:46 potatopua Hair going inwards after a haircut?
My hair was full on straight and long, reaching all the way to my butt and I decided to cut it off today. I got a ‘shag’ or ‘wolfcut’ and before the lady blow dried my hair, it was straight as heck and looked really nice. Now after a shower, it dries going inwards. What could be the cause and how can I fix it?
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2022.01.27 10:46 Baringlyboy Me & my guitar
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2022.01.27 10:46 _JAYSIN Daily gifts for xp grind