AMZN Valuation Poll

[shalab]

Is AMZN undervalued, overvalued or fairly valued? Let us do this poll to figure out.

[racemize]

The last time I valued Amazon (last year), I made some guesses about future growth rates and margins.

 

The result was that Amazon would either double or half.  So, my answer is, "Things look uncertain".  No margin of safety for me.

[giofranchi]

I find that it is extremely difficult to value platform cos which have reached huge scale and are still growing their networks very rapidly. I also think they are among the highest quality cos today, and are led by some of the smartest businessmen. Therefore, I hold a basket of them that I have put together at much lower prices. They have outperformed for many years, and it is very likely that they will slow down, at least in the short term.

 

Cheers,

 

Gio