$Amazon.com(AMZN)$ over the last 5 years: +65%
$SPDR S&P 500 ETF Trust(SPY)$ over the last 5 years: +95%
This is one of the best businesses in the world lagging the market.
Here's how I value AWS alone If AWS grows at just 15% CAGR for the next 7 years, they'll have $286B in revenue in 2032.
At 45% operating income, that brings in $128.7B in operating income.
With a conservative 15x multiple you're looking at a $1.9T Cloud business over the next few years.
The total $AMZN valuation today is $2.25T.
I don't think $AMZN is a 3-4x opportunity.
But it's a solid way to compound your money over a 5-year period.
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