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Jan 7 2019 11:26pm
Quote (Surfpunk @ 8 Jan 2019 02:03)
Yeah, I've always thought it funny how some people think Amazon is a good place for high-yield, considering their methodology for years and years has been to sacrifice margin to gain market share. Perhaps it will become a good high-yield investment down the road, but with the areas they're expanding into, they're spending a shit ton of cash (Whole Foods and Prime Air are just small examples).


but when will they stop expanding to new markets? when they control the entire world economy?!


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Jan 8 2019 07:25am
Quote (Black XistenZ @ Jan 7 2019 11:26pm)
but when will they stop expanding to new markets? when they control the entire world economy?!

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Quote (Surfpunk @ Jan 7 2019 07:03pm)
Yeah, I've always thought it funny how some people think Amazon is a good place for high-yield, considering their methodology for years and years has been to sacrifice margin to gain market share. Perhaps it will become a good high-yield investment down the road, but with the areas they're expanding into, they're spending a shit ton of cash (Whole Foods and Prime Air are just small examples).


amazon won't be stopped in expansion, Bezo seems to be running on the model of making a penny on everything in scale we frankly haven't seen from non-China corporations in a long time. He's operating in sectors like luxury electronics in a financial manner like some small commodities do. if u sell plastic straws u are happy to make a half penny on each one. but the wider you go and the faster you do it the more infrastructure u have to weigh out losses. they're writing off massive amounts and will continue to do so. not invest-able for shorts but might be a long term Goliath for all even at modern prices, especially post a Trump tweet that causes a mini spiral for a day or two. if they can work out the speed bumps with the grocery sector they're set to see a bump that might shock us all, i think they're currently hampered by that venture, a lot of people wondering if they're already spread too thin.

that said, prime service is perhaps the best value that has ever existed.

This post was edited by thesnipa on Jan 8 2019 07:25am
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Jan 8 2019 09:06am
Quote (thesnipa @ Jan 8 2019 07:25am)
amazon won't be stopped in expansion, Bezo seems to be running on the model of making a penny on everything in scale we frankly haven't seen from non-China corporations in a long time. He's operating in sectors like luxury electronics in a financial manner like some small commodities do. if u sell plastic straws u are happy to make a half penny on each one. but the wider you go and the faster you do it the more infrastructure u have to weigh out losses. they're writing off massive amounts and will continue to do so. not invest-able for shorts but might be a long term Goliath for all even at modern prices, especially post a Trump tweet that causes a mini spiral for a day or two. if they can work out the speed bumps with the grocery sector they're set to see a bump that might shock us all, i think they're currently hampered by that venture, a lot of people wondering if they're already spread too thin.

that said, prime service is perhaps the best value that has ever existed.


If you have Netflix, you should check out a show on there called Patriot Act. The guy who hosts that show (Hasan Minhaj) does an episode on Amazon, and it's pretty interesting.
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Jan 8 2019 10:20am
Quote (thesnipa @ Jan 8 2019 01:25pm)
amazon won't be stopped in expansion, Bezo seems to be running on the model of making a penny on everything in scale we frankly haven't seen from non-China corporations in a long time. He's operating in sectors like luxury electronics in a financial manner like some small commodities do. if u sell plastic straws u are happy to make a half penny on each one. but the wider you go and the faster you do it the more infrastructure u have to weigh out losses. they're writing off massive amounts and will continue to do so. not invest-able for shorts but might be a long term Goliath for all even at modern prices, especially post a Trump tweet that causes a mini spiral for a day or two. if they can work out the speed bumps with the grocery sector they're set to see a bump that might shock us all, i think they're currently hampered by that venture, a lot of people wondering if they're already spread too thin.

that said, prime service is perhaps the best value that has ever existed.


Amazon is pretty much invisible over here. I know literally noone who has Prime or an Echo. Sometimes people order from amazon.co.uk or amazon.de but that's about it. I have no clue why they don't exist in the Netherlands yet, seems like a fitting market for them. Society with high availability of internet, decent income levels, etc.
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Jan 8 2019 10:26am
Quote (balrog66 @ Jan 8 2019 10:20am)
Amazon is pretty much invisible over here. I know literally noone who has Prime or an Echo. Sometimes people order from amazon.co.uk or amazon.de but that's about it. I have no clue why they don't exist in the Netherlands yet, seems like a fitting market for them. Society with high availability of internet, decent income levels, etc.


hmmm honestly never thought about amazon in the EU, i wonder if the EU itself has some barriers to entry for them that keep the balance sheet from letting them expand.

surely he has some plans, maybe the UK is the testing grounds. the real mechanism for Prime is 2 day shipping, so perhaps its just not feasible for the EU yet. i dont know what typical ship times are like for you guys.
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Jan 8 2019 10:33am
Quote (thesnipa @ Jan 8 2019 04:26pm)
hmmm honestly never thought about amazon in the EU, i wonder if the EU itself has some barriers to entry for them that keep the balance sheet from letting them expand.

surely he has some plans, maybe the UK is the testing grounds. the real mechanism for Prime is 2 day shipping, so perhaps its just not feasible for the EU yet. i dont know what typical ship times are like for you guys.


Next day delivery is the norm. Of course that is far more realistic when the maximum distance traveled is maybe 300-400km. Bol.com has been our online shopping ground for a lot of years now, and has kinda cemented it in the place where an Amazon would be.
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Jan 8 2019 10:41am
Quote (balrog66 @ Jan 8 2019 10:33am)
Next day delivery is the norm. Of course that is far more realistic when the maximum distance traveled is maybe 300-400km. Bol.com has been our online shopping ground for a lot of years now, and has kinda cemented it in the place where an Amazon would be.


ya amazon got to 2 day shipping with hubs approx that distance from all consumers in all regions of the US all stocked with the same products. i would think they could repeat it fairly easily in the EU since countries are already largely broken up as you'd want them for shipping regions, having an existing online shopping business helps a lot. I wonder if Amazon could just buy them or partner, and bring along the exclusive deals Amazon has with them to the EU market.

the second that gets announced and Amazon bridged the US and EU markets the stocks will be insane to watch.

This post was edited by thesnipa on Jan 8 2019 10:41am
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Jan 8 2019 11:56am
Anyone planning a drinking game during the derp president speech tonight for every time he says a lie?

Please dont, alcohol poisoning is no joke.
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Jan 8 2019 12:10pm
Quote (Brian_D @ Jan 8 2019 07:56pm)
Anyone planning a drinking game during the derp president speech tonight for every time he says a lie?

Please dont, alcohol poisoning is no joke.


will he say more lies than number of bombs obama dropped on heads of brown people in his last year as prez?
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Jan 8 2019 12:13pm
Quote (Brian_D @ Jan 8 2019 01:56pm)
Anyone planning a drinking game during the derp president speech tonight for every time he says a lie?

Please dont, alcohol poisoning is no joke.


Get out of here. Pickled liver is delicious
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