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Re: Re Amazon recent run and
its valuation
AMZN will continue to have a premium due to being a disruptor
with no competition. Despite being vastly over-priced, analysts
continue to love them and since some of the earnings metrics are so
hideous it wouldn't take much to hype say, "margins soar 100%!!!!"
It could remain similarly over-priced for a long time still.
NFLX and TSLA otoh, they don't look so strong. It seems people
are finally realizing NFLX has valid competition in Hulu and Prime,
which at the very least impacts their expenses for content. Also as
they launch in more international territories, that just lowers
their potential for future growth. They do have an ace in their
sleeve though, on subscription pricing. They could raise it 10%
with negligible impact, which would send margins and earnings
surging.
Toss a coin for the week ahead? Fed week again. Will they or
won't they? And how will the market react?
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