You are absolutely silly. I don’t need to chase him anywhere. It is not just him, but the whole “gang” which cheered those insane posts and dismissed every rational argument, ridiculed and insulted those who were presenting data.
In case, if you forgot, it is not Jim being stupid in arguing that enterprise value doesn’t include debt, but the “cult” cheered that stupid argument by rec’ing it.
You still have no rational or logical response to my post only throw insult at me… Goodbye.
Amazon’s AWS revenue over the last 12 months ($103 billion) was higher than the revenue of 468 companies in the S&P 500.
The expectations are high because of the high optionality. The above view is from “businesses are static, they will grow at inflation+few %age” at best and your ability to buy the stock at the right price creates opportunity. Nothing wrong with that.
There are different investment philosophies (tools) and you need to know which tool to use where. Applying the above to a leading growth company with growth drivers on various lines of businesses is incorrect.
Amazon revenue EOY 2019 is $280 B, and 2023 is $575, that is 19.65% CAGR. When you are talking about a company that is going to be making $100 B in capex, you cannot apply cigar-bu$t valuations.
Knowing different investment philosophies or techniques, doesn’t make produce good investment results. Knowing when to apply what makes you money.
Lastly, on Friday AMZN hit all time high, 
after a successful re-invent, a highly competitive commodity service, that is run for the benefit of customers… NOT.
