$AMZN @ $275
Summary of Breakup Analysis
AWS
$2.0T – $2.4T
~70%
Advertising
$600B – $800B
~20%
Core Retail/Prime
$400B – $600B
~10%
Total SOTP Value
$3.3T – $3.8T
Undervalued by 10% – 28% of Current Market Cap just by this logic.
@globeandmail Some of the courses these colleges and universities are offering these kids will lead to poverty and no future; luring them with a false path to residency is even worse.
@globalnewsto You’re worried about the crumbs, dig deeper into carneys bailout of condo developers and enriching himself and Brookfield. Once you catch the big fish then you can start looking at the smaller ones.