c*o
2 楼
亚麻还是挺牛的。俺经常在它家买东西，客服极好。
c*7
3 楼
Online 里的walmart。如果你觉得online shopping会占得比重越来越大的话。
c*r
4 楼
one big uncertainty: no more tax free.
【在 c*********7 的大作中提到】
: Online 里的walmart。如果你觉得online shopping会占得比重越来越大的话。
【在 c*********7 的大作中提到】
: Online 里的walmart。如果你觉得online shopping会占得比重越来越大的话。
p*r
5 楼
AMZN valuation like year 2000 CSCO. It has revenue growth. It actually has
been trying different things to maintain the revenue growth, some will
success and some will fail. Tablet business will fail. Once its revenue
growth is smaller, it will be back like CSCO.
Retail is low margin business because consumers only have loyalty to the
price. Its service is good, but there are many retails have good service too
, such as Costco.
Based on current price if its revenue growth smaller than 20%(year over year
). Its PE at least has to be 30, which mean it has to make
around $8/year. Can it do in the next a couple of years ? I serious doubt.
been trying different things to maintain the revenue growth, some will
success and some will fail. Tablet business will fail. Once its revenue
growth is smaller, it will be back like CSCO.
Retail is low margin business because consumers only have loyalty to the
price. Its service is good, but there are many retails have good service too
, such as Costco.
Based on current price if its revenue growth smaller than 20%(year over year
). Its PE at least has to be 30, which mean it has to make
around $8/year. Can it do in the next a couple of years ? I serious doubt.
相关阅读