60X PE for $AMZN – Where will be in 3mths Q1-22?
i) Sales 4% downgrade today – so ecommerce likely delivering even larger losses (-$2bn Q4-21!)
ii) RIVN mark to market -$4bn in losses – stock down -50% since 👀— Douglas Orr, CFA (@EquitOrr) February 4, 2022
Well well well. Free cash flow at $AMZN has declined for the past 6 quarters.
Q12022 is a big worry with $RIVN investment.
So tell me again how we get to all time highs if the soldiers (unprofitable growth tech) have been all shot + the generals (mega cap tech) are hiding? $SPX https://t.co/MNaZCFH7IU
— Samantha LaDuc (@SamanthaLaDuc) February 4, 2022
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