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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...

107,262 次观看 • 11 个月前 •via X (Twitter)

30 条评论

AJ Investment Research 的头像
AJ Investment Research11 个月前

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

AJ Investment Research 的头像
AJ Investment Research11 个月前

@amazon @BillAckman You must be a nerd

McIndy 的头像
McIndy11 个月前

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

AJ Investment Research 的头像
AJ Investment Research11 个月前

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

Lukas Kiemer 的头像
Lukas Kiemer11 个月前

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

Bill Stout 的头像
Bill Stout11 个月前

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

Tesla Fanboy #13 的头像
Tesla Fanboy #1311 个月前

@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.? 🙂🙏

Karl 的头像
Karl11 个月前

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

LeStonk James 的头像
LeStonk James11 个月前

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

BEDSTUY CAPITAL 的头像
BEDSTUY CAPITAL11 个月前

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

Алибек Жалгаспаев 的头像
Алибек Жалгаспаев11 个月前

@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

AC 的头像
AC11 个月前

@amazon @BillAckman 109 minutes...

SoyTeslike 的头像
SoyTeslike11 个月前

@amazon @BillAckman Up or down?

Phil Trubey 的头像
Phil Trubey11 个月前

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

Apptor 的头像
Apptor11 个月前

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

Miguel Castillo 的头像
Miguel Castillo11 个月前

@amazon @BillAckman Great work!

Peter 的头像
Peter11 个月前

@amazon @BillAckman Good stuff AJ

colourful love 的头像
colourful love11 个月前

@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.

AJ Investment Research 的头像
AJ Investment Research11 个月前

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

colourful love 的头像
colourful love11 个月前

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

RR 的头像
RR11 个月前

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

Thibaud Bastien 的头像
Thibaud Bastien11 个月前

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

Cyril in Bangkok⚡️ 的头像
Cyril in Bangkok⚡️11 个月前

@grok Can you resume this video?

Joanne Tabata 的头像
Joanne Tabata11 个月前

@amazon @BillAckman Thanks AJ. Very detailed.

Kevin Bingham 的头像
Kevin Bingham11 个月前

@amazon @BillAckman Impressive work. Thank you @alojoh

Didier Champion 的头像
Didier Champion11 个月前

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

Azeem 的头像
Azeem11 个月前

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

Jesse Hawkins 的头像
Jesse Hawkins11 个月前

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

Charlie Warrior Investor 📉 的头像
Charlie Warrior Investor 📉11 个月前

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

Rahul 的头像
Rahul11 个月前

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

相关视频

Amazon just got caught running a secret price manipulation operation with Levi's, Home Depot, Walmart, and many more. Every time you "comparison shopped" online, you were looking at prices that were already rigged. Here's what happened: Amazon would monitor prices on Walmart, Target, Best Buy, Home Depot, and Chewy in real time. The second a competitor listed a product cheaper than Amazon, they'd contact the brand directly and tell them to "fix it." And the exact emails are now PUBLIC. Amazon sent Levi's links to two Walmart listings with the subject line "styles of concern." They basically said the prices on Walmart are too low and we have a problem. The next day, Levi's responded: "I talked to Walmart and they have partnered with us to take Easy Khaki Classic fit back up to ladder SPP price, $29.99 immediately." Levi's literally called Walmart and told them to raise the price. Because Amazon told Levi's to make the call. Walmart complied. Then Amazon matched the HIGHER price. Both retailers ended up charging more. The customer paid extra. Nobody competed. Same playbook with Hanes: Amazon sent them links showing Target and Walmart prices were lower. Hanes confirmed they "reached out to Target and Walmart to have the prices increased." Target increased the prices. Walmart increased the prices. Amazon kept their margins. But it gets even worse... Amazon told Allergan (the company that makes eye drops) that their product was "suppressed" on Amazon because it was cheaper on another site. Allergan responded: "Walmart got their price back up to $16.99." Amazon then unsuppressed the listing. They did this with pet treats on Chewy. Furniture on Home Depot. Products across dozens of categories spanning YEARS. The mechanism is simple but terrifying: If you're a brand and you sell cheaper on Walmart than on Amazon, Amazon suppresses your product, removes you from the Buy Box, buries you in search results, and effectively makes you invisible to 300 million customers. Brands can't afford that. So they call Walmart and Target and say "raise your prices or we'll lose our Amazon listings." Walmart and Target comply because they need the brand's products. Amazon captures 40 cents of every dollar spent online in America. That gives them the leverage to set prices across THE ENTIRE internet. Not just their own platform. So turns out, you were never comparison shopping. You were looking at a coordinated price floor set by Amazon through backroom phone calls between brands and their competitors. "Amazon is working to make your life more unaffordable." 3 separate antitrust trials are now scheduled for 2027. The FTC has its own case. 18 states plus the DOJ are piling on. This is literally happening during the WORST affordability crisis in a generation. Groceries up 25% since 2020. Housing unaffordable. Wages flat. And the largest ecommerce company on Earth has been secretly coordinating with brands to make sure you can't find a cheaper price ANYWHERE. "Competition" in retail is just a fantasy.

Ricardo

2,929,143 次观看 • 5 个月前

Amazon just got caught running a secret price manipulation operation with Levi's, Home Depot, Walmart, and many more. Every time you "comparison shopped" online, you were looking at prices that were already rigged. Here's what happened: Amazon would monitor prices on Walmart, Target, Best Buy, Home Depot, and Chewy in real time. The second a competitor listed a product cheaper than Amazon, they'd contact the brand directly and tell them to "fix it." And the exact emails are now PUBLIC. Amazon sent Levi's links to two Walmart listings with the subject line "styles of concern." They basically said the prices on Walmart are too low and we have a problem. The next day, Levi's responded: "I talked to Walmart and they have partnered with us to take Easy Khaki Classic fit back up to ladder SPP price, $29.99 immediately." Levi's literally called Walmart and told them to raise the price. Because Amazon told Levi's to make the call. Walmart complied. Then Amazon matched the HIGHER price. Both retailers ended up charging more. The customer paid extra. Nobody competed. Same playbook with Hanes: Amazon sent them links showing Target and Walmart prices were lower. Hanes confirmed they "reached out to Target and Walmart to have the prices increased." Target increased the prices. Walmart increased the prices. Amazon kept their margins. But it gets even worse... Amazon told Allergan (the company that makes eye drops) that their product was "suppressed" on Amazon because it was cheaper on another site. Allergan responded: "Walmart got their price back up to $16.99." Amazon then unsuppressed the listing. They did this with pet treats on Chewy. Furniture on Home Depot. Products across dozens of categories spanning YEARS. The mechanism is simple but terrifying: If you're a brand and you sell cheaper on Walmart than on Amazon, Amazon suppresses your product, removes you from the Buy Box, buries you in search results, and effectively makes you invisible to 300 million customers. Brands can't afford that. So they call Walmart and Target and say "raise your prices or we'll lose our Amazon listings." Walmart and Target comply because they need the brand's products. Amazon captures 40 cents of every dollar spent online in America. That gives them the leverage to set prices across THE ENTIRE internet. Not just their own platform. So turns out, you were never comparison shopping. You were looking at a coordinated price floor set by Amazon through backroom phone calls between brands and their competitors. "Amazon is working to make your life more unaffordable." 3 separate antitrust trials are now scheduled for 2027. The FTC has its own case. 18 states plus the DOJ are piling on. This is literally happening during the WORST affordability crisis in a generation. Groceries up 25% since 2020. Housing unaffordable. Wages flat. And the largest ecommerce company on Earth has been secretly coordinating with brands to make sure you can't find a cheaper price ANYWHERE. "Competition" in retail is just a fantasy.

redpillbot

50,691 次观看 • 5 个月前

If you're an Amazon India customer, take 2 mins to read this if your money is dear to you. TLDR version, Amazon delivery partners are literally scamming customers. And Amazon India will do nothing to help you in this situation. Kiss your money goodbye! I raised this concern on social media a few days back, for a product (Levi's jeans) which was marked as delivered but I never received it. Their customer support team, did some investigation and came to the conclusion that the product was indeed delivered. Hence, they cannot do anything more to assist me in this situation (refer image) This was not a OTP based delivery, and neither does Amazon mention the name of the person who received the product on their app/website. If it was OTP based delivery, I would know someone has given the OTP so delivery has happened. With a name, at least I would know if there's any person with that name in the house. Now, I have absolutely no way to confirm if Amazon genuinely delivered the product. Except video camera evidence. So I went to see the CCTV footage of the day and time the product was marked as delivered. In the CCTV footage, I see something very strange. The Amazon delivery partner arrives at my place, gets off the bike, takes out the product and for the next couple of mins just keeps doing something on his phone. He doesn't call me, or at least I don't have any call record of calls at that time. In the meanwhile, another person walking out closes the door. That person is not me, neither works for me and neither known to me. Likely associated with a neighbour/tenant and I have no such instructions for my Amazon account for deliveries to be left with anyone else. One minute later the Amazon delivery partner decides to leave (see screenshot). The delivery partner doesn't even enter the house and just leaves after a couple of mins. Without even entering the house, Amazon successfully delivered the product! Wow! And if the delivery partner handed the product to any random person walking out of the house, is that the customer's problem? Was this a very expensive product? No, not at all. So why am I spending all this time to write this? 1. I just want to spread awareness to everyone out there who might be getting scammed by such malpractices from Amazon / delivery partners. 2. If Amazon claims a product is delivered, you can't do nothing about it. Irrespective of whether the product was actually delivered or not. Your money is gone, poof! 3. It should be the company's responsibility to prove that a product was successfully delivered but in India it seems anyone can walk over their customers. 4. I'm shocked that a customer has to go to these lengths to uncover such scams in India 5. If ordering on Amazon, I will always select cash on delivery as the default going forward Amazon India - Do not contact me in hope that I will delete this tweet or evidence now! PS: Video doesn't have the date/time stamp as aspect ratio has been cropped. Will only share that with company officials if someone from Amazon wants to see it. Or with consumer courts if I decide to pursue this further, definitely not worth my time for now. But in the US, I would have definitely filed a lawsuit for millions.

Gurjot Ahluwalia

12,472 次观看 • 1 年前

World Premiere of Amazon — Market. Power! Monopoly? This documentary will show you how Amazon uses its size and power to raise prices, for you, the consumer. The documentary follows four sellers on Amazon, two in Europe, two in the US, and their journey to survive on the platform. It begins with an explanation of Amazon's pricing policies and the complex way Amazon enforces them. Watch this foundational beginning section carefully and your mind will be blown later in the documentary when you see what goes on behind the scenes, when you click buy. This is an extremely important documentary. Amazon responds to fair criticism and it is my hope, that with your support that we can change Amazon's policies. So sellers can set their own prices. And so you can pay less when you shop online. Timestamps ---Amazon in Europe--- 1:56 How Amazon's pricing systems work 5:24 Does Amazon follow its own pricing rules? 9:26 Europe's investigations into Amazon's market power 14:00 What happens when you sell off-Amazon for less? ---Amazon in the US--- 17:28 Amazon in the USA 20:15 The Brain Flakes 20:37 Calculating the revenues of sellers on Amazon 22:56 Is Amazon a Monopoly? 24:13 How Amazon uses its marketplace to subsidize its money-losing businesses 26:01 The ads on Amazon and how they drive up prices 27:00 How sellers are forced to use Amazon's other services ---Amazon in Europe--- 28:50 Competing with Amazon to be seen in search 29:53 What data analysis says about Amazon following its own rules 32:07 European investigations into Amazon's conduct 33:57 Is it possible to sell online without Amazon? 35:20 How Europe curbed Amazon's pricing behavior ---Amazon in the US--- 37:52 Does Amazon's Basics brand copy its sellers' products? 38:41 The Everyday Sling 40:27 Does Amazon use private data to decide what products to copy? ---Amazon in Europe--- 44:46 Is Amazon a monopoly that should be broken up? 46:52 Credits 47:08 Do you have an Amazon Prime account? I'd like to thank all who made this film possible. A special thank you and respect goes out to the sellers who appeared. It takes a lot of guts and conviction to stand up to one of the world's most powerful companies. To support their businesses, please click into the replies where you will find links to their (off-Amazon!) websites, as well as links to this documentary on other video viewing platforms! Thank you and enjoy!

molson 🧠⚙️

997,396 次观看 • 2 年前