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Amazon.com Inc
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Amazon 1Q22: (Some) Cost Inflation Is Transitory, The Moat Is Not
Equity Bottom-Up
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01 May 2022 15:46
Current 2023E has AWS @ $104B and Advertising at $48B in revenues. Both are 45%+ EBITDA margin businesses. Today you are paying 16x forward EBITDA for those two businesses and getting retail for free.
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