Insider Stocks · For members
An entry from my investing journal, for members.
Amazon reported $62.6 billion of net income and 20% revenue growth. Neither number is quite what it looks like. The real story is the $496 billion of AWS revenue already under contract.
Insider Stocks
The rest of this entry is for members
Before I buy a business, and before I sell one, I write up what I see: what it earns, what it’s worth, what could break it. Members read every entry, back to 2021. At least two new entries a month, more during earnings season.
See Insider Stocks
Already a member? Log in to read the rest.
