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This is a deep dive into Amazon Amazon shared with investors around the time when Bill Ackman bought 5.8M more shares. At time of posting Amazon traded at $231, WS analysts' consensus price target was $262, and everyone had a buy or strong buy rating. Amazon currently trades at... show more
107,262 views • 11 months ago •via X (Twitter)
30 Comments

I will share an update after Amazon's Q3 results release and provide a reassessment of the then entry/exit level into the stock.

@amazon @BillAckman You must be a nerd

@amazon @BillAckman Holy smokes, that was a deep dive. Great stuff, AJ💪🏼

@amazon @BillAckman Thanks. All my research is like that. In most cases I simply don't have time to output most of it.

@amazon @BillAckman Amazing!! Will watch tonight. Very appreciated @alojoh

@amazon @BillAckman Gonna use Ai to summarize this Sorry - I don't have 2 hours to watch a deep dive on just Amazon

@amazon @BillAckman Appreciate the work and the time that has gone into all this but is there a tl;dw version for those of us who who have a job, kids, life etc.? 🙂🙏

@amazon @BillAckman A lot of hard work gone into this, much appreciated 👏

@amazon @BillAckman Watching this after work. Thanks AJ!

@amazon @BillAckman $AMZN looks attractive below $200. When the value investing crowd starts to like a stock your stock you should start selling

@amazon @BillAckman Love your distilled analysis, and ability to cut through noise and BS. Especially i love your graphs - so elegant and simple 👍🏻 Never regretted the sub

@amazon @BillAckman 109 minutes...

@amazon @BillAckman Up or down?

@amazon @BillAckman There’s no date on the video, when did you originally post it?

@amazon @BillAckman Very interesting too see an analysts work. Thanks for sharing with us!

@amazon @BillAckman Great work!

@amazon @BillAckman Good stuff AJ

@amazon @BillAckman as long time Amazon holder I am a bit relaxed about such $2xx numbers, but will have a look to get an idea about the behemoth develops.

@amazon @BillAckman I recommend you do. Amazon is very different from the other Mag 7 stocks.

@amazon @BillAckman I will, thanks for the excellent analysis. As always.

Great content, thanks. BTW, sent you a dm.

@amazon @BillAckman Amazing deep dive - thanks, AJ!

@grok Can you resume this video?

@amazon @BillAckman Thanks AJ. Very detailed.

@amazon @BillAckman Impressive work. Thank you @alojoh

@amazon @BillAckman Commenting so I can go back and watch. This is how you deep dive.

@amazon @BillAckman @grok watch the video and tell the the thesis for investing in Amazon

@amazon @BillAckman Was it ackman who bought a big Uber position too? What are your thoughts on Uber AJ?

@amazon @BillAckman Really good analysis. Keep doing that!!

@amazon @BillAckman @grok can you summarize this video and highlight the key points?
