MichaelP's Discussions - Simply Wall St

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MichaelP

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SPOT·9 months agoIndustry Tailwinds, Increased Monetization and Changing Cost Structure Will Lead To Higher Cash Flows

Hey Br, yep I'd totally agree. Great point.

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AMZN·almost 2 years agoGrowth From AWS, Advertising, and 3P Sellers Will Deliver Huge Cash Flows

Hey Alan, Great question! Having looked into them a bit, I'd argue that while they might take market share from Amazon of those price-conscious consumers within their online retail segment, I don't believe it would be a meaningful amount to impact Amazon's overall business.

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NFLX·almost 2 years agoIndustry Consolidation and Internal Initiatives Will Support Subscriber growth

Thanks Lino! Yeah I can imagine with the continued roll out of their initiatives, I expect more of the same growth in subs, revenue and earnings.

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AMZN·almost 2 years agoGrowth From AWS, Advertising, and 3P Sellers Will Deliver Huge Cash Flows

Thanks Roberto! Yep I totally agree Focusing on operating cash flow really helps identify just how profitable this company is.

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SPOT·about 2 years agoIndustry Tailwinds, Increased Monetization and Changing Cost Structure Will Lead To Higher Cash Flows

Thank you so much Tim! I really appreciate it I'll be posting an update to my narrative based on their Q4 results very soon, but from a glance things seem to be heading in the right direction.

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AMZN·about 2 years agoGrowth From AWS, Advertising, and 3P Sellers Will Deliver Huge Cash Flows

Hey Alex, I'd totally agree! I think they will do better than competitors in the sense that they will do "less poorly" than them during a recession.

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NFLX·about 2 years agoIndustry Consolidation and Internal Initiatives Will Support Subscriber growth

Thanks Charlie! What are your thoughts on Netflix?

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AAPL·over 2 years agoBroadening Its Value Chain Into Software & Silicon Will Increase Margins

Thanks Jim! Yeah I'd agree that the growth will probably be lower.

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AAPL·over 2 years agoBroadening Its Value Chain Into Software & Silicon Will Increase Margins

Thanks Kenneth! I'd be keen to hear what your thoughts are on Apple after reading it?

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