Joseph Carlson: một nhận định đang được xem xét lại

Khung thời gian được kiểm chứng

Giá đóng cửa của AMZN, đã điều chỉnh theo chia tách cổ phiếu. Vùng tô là khung 1 năm: bắt đầu từ phiên đóng cửa đầu tiên sau khi video được đăng và kết thúc ở phiên đóng cửa cuối cùng không muộn hơn một năm sau ngày video được đăng.

Ngữ cảnh xung quanh

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

Lời của người nói được giữ nguyên văn và không bao giờ được dịch. Đường dẫn mở đúng giây đó trong video.