Joseph Carlson: a call under review

Said on Feb 7, 2025, at 16:37 in the video.

What was said
Joseph Carlson

@josephcarlsonshow

“so I think Amazon is a buy today I continue”
Watch at 16:37Why Everyone Is Selling Big Tech
Predictiona call under review
What happened
Not scored

How this call was recorded (its subject, its direction or a figure) is being checked again, because the words may not say what was first recorded. It is not scored until a person has reviewed it.

The window it was checked over

AMZNWindow checked
$160$180$200$220$240$260Aug 2024Dec 2024Apr 2025Aug 2025Dec 2025Apr 2026Said on Feb 7, 2025
$150$200$250$300Aug 2024Mar 2025Sep 2025Apr 2026Said on Feb 7, 2025

AMZN closing prices, adjusted for splits. The shaded span is the one-year window: it starts at the first close after the video went public and ends at the last close on or before one year after the day the video was published.

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How this call was recorded (its subject, its direction or a figure) is being checked again, because the words may not say what was first recorded. It is not scored until a person has reviewed it.

What was said around it

of their guidance range and they're still growing incredibly fast for a company doing as much revenue as they are Amazon is officially at a higher run rate of Revenue than Walmart making them the highest revenue company in the world they're optimizing their delivery Fleet building out automated warehouses with artificial intelligence and Robotics they're building out drone delivery they're putting satellites in in the air similar to starlink this company has so much opportunity and optionality and right now it trades at a 364 PE ratio a 29 PE ratio on next year's earnings so I think Amazon is a buy today I continue to hold my full position now moving on we get to the news that Expedia group reported their earnings yesterday this is a company that I don't think there's that many people invested in at least that I talked to it's a company that has struggled to grow because it's mostly confined to the US market but it is is a little bit of a read through from Expedia into booking Holdings booking Holdings is a company that I am invested in I have a large stake in this company so I am interested to some degree in Expedia now I won't go through all of it but just to highlight a few things

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