Hello everyone! Today i want to share some trading ideas with you!
1.
$Amazon.com(AMZN)$ has 3 businesses making more than $50 billion revenue a year.
E- commerce: Chinese players are hit by tariffs.
Cloud: Nearly all revenue is recurring.
Ads: Will only grow long-term.
All these trading at 15 times operating cash flow.
How can AMZN lose from here?
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2.
What's the right thing to do?
US companies are still the bests in the world.
Their shares have fallen significantly from peaks and investors thinking long-term should start taking advantage of this.
This should be done without betting the house and keeping in mind that further turmoil is always possible.
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Other helpful links:
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