

What investors don't know about Amazon
May 2, 2024
This podcast explores Amazon's exceptional earnings, focusing on their overlooked growth factors like AWS sales growth and debt reduction. It delves into Amazon's potential in media and advertising, subscription growth, and their unique approach to dividends. Speculation on Amazon and Apple earnings post-insider selling by Bezos, AI boosting Apple's performance, and a surprising investment tangent towards a horse trailer business.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Insightful Analysis of Amazon's Phenomenal Earnings Report and Growth Potential
02:09 • 3min
The Impact of AWS on Amazon's Business Strategy
05:34 • 30min
Exploring Amazon's Disruption in Media and Advertising Industry
35:12 • 2min
Excitement for 'Fallout' Show and Amazon's Subscription Growth
37:26 • 2min
Amazon's Growth Strategy and Dividend Policies Explained
39:13 • 3min
Amazon and Apple Earnings Speculation
42:43 • 13min