AMZN

Amazon.com Inc.

TMT, Consumer


Presented:01/22/2015
Price:$312.39
Cap:$145.00B
Current Price:$187.69
Cap:$1,969.92B

Presented

Date01/22/2015
Price$312.39
Market Cap$145.00B
Ent Value$140.85B
P/E RatioN/A
Book Value$23.10
Div YieldN/A
Shares O/S463.01M
Ave Daily Vol430,000
Short Int1.58%

Current

Price$187.69
Market Cap$1,969.92B
Amazon.com, Inc. operates as an online retailer in North America and internationally. The company operates in two segments, North America and International. The company serves consumers through retail Websites, such as amazon.com and amazon.ca, which primarily include merchandise and content purchased for resale from vendors and those offered by third-party sellers. It also offers programs that enable sellers to sell their products on company’s Websites, and their own branded Websites; and programs, which allow authors, musicians, filmmakers, app developers, and others to publish and sell content. In addition, the company serves developers and enterprises through Amazon Web Services, which provides access to technology infrastructure that enables virtually various businesses. Further, it offers Kindle Direct Publishing, an online platform that allows independent authors and publishers to make their books available in the Kindle Store; and manufactures and sells electronic devices, as well as provides co-branded credit card agreements and advertising services. Additionally, the company offers Amazon Prime, an annual membership program, which provides free shipping of items; access to streaming of movies and TV episodes; and access to books to borrow and read on a Kindle device. Amazon.com, Inc. was founded in 1994 and is headquartered in Seattle, Washington.

Publicly traded companies mentioned herein: Amazon.com Inc (AMZN), Microsoft Corp (MSFT)

Highlights

The presenter is long shares of Amazon (AMZN), and is forecasting a large spike in free cash flow that could drive the share price up to $400 in 2015. He characterized the stock as “misunderstood” by the sell-side, and provided the following overview of his bullish thesis:

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Idea Discussion

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