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Sprezza Profile picture
Sprezza
@TureMasing
Investor, traveler, educator: gold, crypto, finance, energy, minerals, automation, technology, philosophy, psychology https://t.co/leVP7ADfxU
Aug 4, 2020 • 10 tweets • 3 min read
Amazon's size doesn't seem to hamper its growth. Revenue growth still oscillates between 20-40% per year, at 15x its size 10-15 years ago! But what does Amazon actually sell? Ping @carmfelt In Q2 2020, Amazon had 50B$ product sales and 38.7B$ services sales. What did they consist of? 1) online stores 46B$ (+49% y/y growth), 2) physical stores 3.8B$ (+13%), 3) Third party sellers 18B$ (+53%), Subscriptions (like Prime) 6B$ +30%, AWS 11B$ +29%, Other=ads 4B$ +41%.
Aug 2, 2018 • 8 tweets • 2 min read
Low interest rate=>borrow against anything(house,stocks,cars,education)=>consume more than (low) wages: goods, travels; AND invest=>high sales AND margins=>super profits AND high valuation multiples(low IR, and consumer investment confidence), and low volatility (BTFD reflex)... The system is self-reinforcing via the wealth effect; allowing lower relative wages (=>lower inflation, lower IR), leading to more sales/lower costs=> higher profits, more optimism, higher valuations, higher stock and other asset prices,more margin to borrow against,BTFD,low VIX.