I lost over $70k when everything started to tank. Not because I was in an exchange that went belly up. I was just stupid to hold and because that's what everyone said. I'm still responsible. It just taught me to be a better investor now that I understand more of what could go wrong. It took me over two years of being in the market, I'm really grateful I found one source to recover my money, at least $10k profits weekly. Thanks Natalie Strayer. .
I'm surprised that you just mentioned Natalie Strayer here also Didn’t know she has been good to so many people too this is wonderful, i'm in my fifth trade with her and it has been super.
Natalie Strayer has really set the standard for others to follow, we love her here in Canada 🇨🇦 as she has been really helpful and changed lots of life's
Hi Cameron, thanks for the video! In the file you mention FCF adjusted for 2023 is 61 bln but how did you reach this number? FCF at dec 31st 2023 was 32 bln minus the 24bln stock based comp = 8 bln. Today the stock sells at 40x FCF (without adjusting for the stock based comp). If in 10 years we have roughly 10$/share in FCF it means a 1,85 Trillion market cap if we use the 18x market multiple (we would need a 40x multiple to reach the 4T valuation from the model). Can you please help out what am I missing? Thanks!
it's because he did not subtract Capex from the FCF adjusted which means that his FCF adjusted is basically operating cash flow minus stock based compensation. And my guess why he did this ( he did not explain it) is that amazon basically reinvests all of its money into Capex on purpose for future growth. So you kind of have to value amazon differently since they reinvest in Capex instead of dividends and share buybacks. The reason they do this is that contrary to for example Coca Cola that is fully developed and spends minimum on Capex, amazon is trying to return to shareholders by growing the business even more, because they believe their extra cash flow spend on Capex will yield even higher return. Also if you want to do more precise FCF you should actually do Warren Buffetts calculation for Owner earnings in which you actually split Capex into growth Capex and maintainance Capex.
Hi Cameron. Thank you for the video. Very interesting take, I will start my due diligence thank to you :) I would have a video suggestion. What about Nike with their recent price decrease ?
don't do palantir. Its a gamble. Not an investment. Do one of the energy stocks - enphase, first solar, solar edge. IF and its a big if, the US starts installing solar like what is happening in Europe and China, these stocks are going to roar. Are they worth anything at all if the market just stays steady state? I like Enphase as a total package. They sell panels, inverters, batteries, contorllers and software. And they have a certified installer program.
Cameron I will break open the finest scotch in the house if you'd do a video on $HITI. Strenghtening fundamentals and a declining share price is what we're all about. Best regards.
most underrated channel in all of history. great insights!
Much appreciated!
Hello Cameron, thanks for the excellent video!
You've been missed, man ...
Good to see you again.
Nice analysis keep them coming 👍
Classic analysis great video
Good to see you back, Cameron. Another great video with lots to learn from… please create videos more often.. we wait for them
Good choice, I love Oban. Tried the Little Bay one and it’s really good. Cheers and greetings from the UK 🥃
Welcome back!
I lost over $70k when everything started to tank. Not because I was in an exchange that went belly up. I was just stupid to hold and because that's what everyone said. I'm still responsible. It just taught me to be a better investor now that I understand more of what could go wrong. It took me over two years of being in the market, I'm really grateful I found one source to recover my money, at least $10k profits weekly. Thanks Natalie Strayer. .
I'm surprised that you just mentioned Natalie Strayer here also Didn’t know she has been good to so many people too this is wonderful, i'm in my fifth trade with her and it has been super.
The very first time we tried, we invested $2000 and after a week, we received $9500. That really helped us a lot to pay up our bills.
Natalie Strayer has really set the standard for others to follow, we love her here in Canada 🇨🇦 as she has been really helpful and changed lots of life's
I'm new at this, please how can I reach her?
After I raised up to 125k trading with her I bought a new House and a car here in the states also paid for my son's surgery
Glory to God shalom.
Great info!
Where are you Cameron? Haven't seen any updates in months
Hi Cameron, thanks for the video! In the file you mention FCF adjusted for 2023 is 61 bln but how did you reach this number? FCF at dec 31st 2023 was 32 bln minus the 24bln stock based comp = 8 bln.
Today the stock sells at 40x FCF (without adjusting for the stock based comp). If in 10 years we have roughly 10$/share in FCF it means a 1,85 Trillion market cap if we use the 18x market multiple (we would need a 40x multiple to reach the 4T valuation from the model). Can you please help out what am I missing?
Thanks!
it's because he did not subtract Capex from the FCF adjusted which means that his FCF adjusted is basically operating cash flow minus stock based compensation. And my guess why he did this ( he did not explain it) is that amazon basically reinvests all of its money into Capex on purpose for future growth. So you kind of have to value amazon differently since they reinvest in Capex instead of dividends and share buybacks. The reason they do this is that contrary to for example Coca Cola that is fully developed and spends minimum on Capex, amazon is trying to return to shareholders by growing the business even more, because they believe their extra cash flow spend on Capex will yield even higher return. Also if you want to do more precise FCF you should actually do Warren Buffetts calculation for Owner earnings in which you actually split Capex into growth Capex and maintainance Capex.
Commenting for the algorithm! Love your content and found it humorous the dabbling in the AMSR during the intro.
Thanks Cam, cheers
Great video! Thanks, Cameron! Would love to see you do a follow up on BTI and MO. Also, have you thought about doing a video on Nucor (NUE)! Thanks!
Hi Cameron. Thank you for the video. Very interesting take, I will start my due diligence thank to you :) I would have a video suggestion. What about Nike with their recent price decrease ?
I’d like to hear what you have to say about palantir. Think it’d be a good video 👍
Really liking Amazon after the recent market correction
Nice video! Please do Realty Income! 😊
Thank you sir
What price is it in the shelf behind you?
Or a meta update!❤❤
How about the,
- P/E ratio for 5yrs >90+
- ROIC below 7% ?
- LTL 5yr free cash flow>15years ?
- high price to free cash flow ?
Thanks
Little ASMR scotch drinking to go along with a great analysis! Thanks for all the work you do, its much appreciated!
How it compares to other magnificent 7?
Great video, speaking of Amazon, can you please do a video on Rivian? It's up over 110% in three months!!!!!!!!!!!!!!!!!!!!!!!!
Don’t try lose $160k per car sold ?
Nike took a big hit after their last earnings and is selling at a multi year low. Would love to see your thoughts on such a premium brand name
Doesn’t matter how premium a brand is if they can’t make $ or operate efficiently.
what about CVS or PYPL update?
I think we’d all benefit from a google update! ❤
You know the video's crazy when Cameron is pulling out the scotch
Oban is the best value for money scotch
Agreed
don't do palantir. Its a gamble. Not an investment. Do one of the energy stocks - enphase, first solar, solar edge. IF and its a big if, the US starts installing solar like what is happening in Europe and China, these stocks are going to roar. Are they worth anything at all if the market just stays steady state? I like Enphase as a total package. They sell panels, inverters, batteries, contorllers and software. And they have a certified installer program.
True
Why do you ruin the whisky with ice, Cam?
only psycho's drink it warm!
Something about the ice in the glass I just like
You forgot to bend your brim. 👍
Cameron I will break open the finest scotch in the house if you'd do a video on $HITI. Strenghtening fundamentals and a declining share price is what we're all about. Best regards.
For forecast, you should separate AWS and retail I think, if you do, you will find it to be much different.