Google Is A Better Business Than Retailer Amazon

STOCK EXCHANGE RESEARCH STUDY PLATFORM:

When it pertains to , it is about in terrific services!

My enthusiasm is to look for low risk high benefit financial investment opportunities. I use my accounting abilities and investing experience in order to find fascinating financial investment ideas that offer the possibility to lead me towards my financial objectives.
If you are an advanced investor looking for in depth, independent stock analyses and investing ideas, here is my STOCK MARKET RESEARCH STUDY PLATFORM (service and sector danger and benefit analysis, my portfolios):.

What is this channel everything about? Value Investing:.

My 5 Core Stock Exchange Investing Beliefs.

YouTube Portfolio Playlist.

Are you an investor that is simply beginning? Sign up for the FREE Stock Exchange Investing Course – a detailed guide to investing going over all that matters:.

You can DOWNLOAD THE TOTALLY FREE COMPARATIVE STOCKS LIST AND INTRINSIC VALUE TEMPLATE on my Stock Market Research Platform (with YT STOCKS PORTFOLIO):.

I am also a book author:.
Modern Value Investing book:.

Inspect my site to hear more about me, read my analyses and about OUR charity.
www.svencarlin.com.

Listen to Modern Value Investing Podcast:.

I am about long-lasting investing but my better half has to do with something much more crucial; long-term health! Naturally Ana YouTube Channel:.

The listed below links are from third parties or channel sponsors where I get a fee from:.

If you are looking for in-depth 10y or longer financials about a lot of internationally listed stocks, TIKR is a fantastic option.

I frequently get inquired about brokers, here is a low cost broker, a worldwide one that enables you to buy on international markets, and also uses complex solutions like choices for when your investing skills grow. For now, it is among the very best options I have actually discovered for worldwide financiers, likewise based on your comments and inputs:.

For a $120 discount rate on SeekingAlpha Premium Annual Strategy (From $239 to $119), please utilize the following link:.

Brokers video:.

Constantly remember: "Investing includes danger of loss".

Google Is A Better Business Than Retailer Amazon

Wealth Builders Club
Wealth Builders Club Secrets Revealed – Click Here to Discover the #1 Investment Resource!

You May Also Like

About the Author: Richard Money

44 Comments

  1. Thanks for the vid Sven!

    Quick Question: in your opinion, does a IFRS-GAAP course is enough to read European financial reports for investing purposes?

    Thanks

  2. Recently watched a video with UK investor Terry Smith, who pointed out that return on capital employed is one of the most key factors, along with whether the sector has room to grow, plus a moat. Yes Amazon has room to grow and has a moat, but Google’s moat is arguably better, it can still grow and it’s ROCE is WAY higher. It’s just in a better sector than Amazon is.

    1. βœοΈβœοΈπŸ‘†TΚœα΄€Ι΄α΄‹κœ± Fᴏʀ Wα΄€α΄›α΄„ΚœΙͺΙ΄Ι’
      κœ±α΄‡Ι΄α΄… ᴍᴇ β™œWΚœα΄€α΄›κœ±α΄€α΄˜ α΄α΄‡κœ±κœ±α΄€Ι’α΄‡κœ± WΙͺα΄›Κœ TΚœα΄‡ πŸ› βœ™β€¬β€ͺ𝟣πŸͺ0𝟫πŸ₯𝟀𝟧πŸͺ𝟨𝟣πŸͺ.

  3. I have been an Amazon shareholder since 2005 and am considering liquidating my position to find opportunities elsewhere. Not a fan of Alphabet either but strongly considering more shares of Berkshire Hathaway, Costco, or Proctor & Gamble. I am at the point where I am far more worried about losing what I have than growth hence I require a much more modest rate of return.

    1. ​@Ethan Olson a this moment it’s not so overpriced, just look at the current market, in fact last time I checked the msci world index it had a PE of around 17

    2. @Albin index fund investing makes zero sense to me. I would rather just own a few companies that I am pretty certain will do well regardless and just go from there. I am not interested in beating the market or whatever at this point. I am still young and have far more than I ever thought I would in life. Owning 5-6 companies makes the most sense to me. The reason index fund investing never has appealed to me is because you are buying so much junk. You do not need to pick the next Tesla, Apple, Google, or Amazon to beat the market just buy something good and eventually you will win.

    1. βœοΈβœοΈπŸ‘†TΚœα΄€Ι΄α΄‹κœ± Fᴏʀ Wα΄€α΄›α΄„ΚœΙͺΙ΄Ι’
      κœ±α΄‡Ι΄α΄… ᴍᴇ β™œWΚœα΄€α΄›κœ±α΄€α΄˜ α΄α΄‡κœ±κœ±α΄€Ι’α΄‡κœ± WΙͺα΄›Κœ TΚœα΄‡ πŸ› βœ™β€¬β€ͺ𝟣πŸͺ0𝟫πŸ₯𝟀𝟧πŸͺ𝟨𝟣πŸͺ.

  4. Why would you value Amazon and skip over the unit economics of AWS? I would argue AWS is worth more than half of the market cap.

  5. I own both these stocks and Google has much better fundamentals. We forget that Amazon is essentially a retailer. Most retailers have thin net margins normally around 2 to 3%. Amazon also holds stock, rents warehouses, so their sga will be much higher than a software company.

    1. βœοΈβœοΈπŸ‘†TΚœα΄€Ι΄α΄‹κœ± Fᴏʀ Wα΄€α΄›α΄„ΚœΙͺΙ΄Ι’
      κœ±α΄‡Ι΄α΄… ᴍᴇ β™œWΚœα΄€α΄›κœ±α΄€α΄˜ α΄α΄‡κœ±κœ±α΄€Ι’α΄‡κœ± WΙͺα΄›Κœ TΚœα΄‡ πŸ› βœ™β€¬β€ͺ𝟣πŸͺ0𝟫πŸ₯𝟀𝟧πŸͺ𝟨𝟣πŸͺ..

  6. I dont think of amazon as a retail business, but more of a service business which offers multiple products to sell you their subscription. This creates a loop of sort where you are insetivilsed to purchase with them. So the margins from retail should not matter as long as its not generating a loss. But the main reason i hold amazon is aws, that business alone is worth as much as the current market cap and for now at least the moat is enormous, if you are a large company the switch cost and time would be so painful that reasons behind such decision should be extremely severe

  7. Personally I think it’s better to just avoid these mega caps that are followed by millions of people and professionals. An individual investor has zero edge no information to bring to the market it’s down to luck at this level

    1. βœοΈβœοΈπŸ‘†TΚœα΄€Ι΄α΄‹κœ± Fᴏʀ Wα΄€α΄›α΄„ΚœΙͺΙ΄Ι’
      κœ±α΄‡Ι΄α΄… ᴍᴇ β™œWΚœα΄€α΄›κœ±α΄€α΄˜ α΄α΄‡κœ±κœ±α΄€Ι’α΄‡κœ± WΙͺα΄›Κœ TΚœα΄‡ πŸ› βœ™β€¬β€ͺ𝟣πŸͺ0𝟫πŸ₯𝟀𝟧πŸͺ𝟨𝟣πŸͺ..

  8. I appreciate you and your content < Technical Analysis is good but I find It truly baffling that major crypto youtubers just look mostly at pure T.A and completely ignore the bigger narrative of why BTC is pumps/pumped and why the future outlook will be even rosier than it seems. It's kinda irresponsible to ignore the fact that each ETF launch so far has caused a major dump at the peaks of BTC. We were already on shaky footing with historically low volume and almost pure whale pumps, narrowly avoiding a long-term bear market. More emphasis should be put into day trading as it is less affected by the unpredictable nature of the market. I have made over 24 btc from day tradng with Karen Gauvin insights and charts. She’s been one step ahead of other analysts…

    1. Always backup your trading with a good strategy, else the bear market will hit you so hard, and you might wake up losing your saving, that’s crypto for you.

    2. Everyone needs more than a Basic Income to be Financially Secured in this present time that there’s an Economic Decline.

    3. Nice info, i appreciate your concern this will help a lot especially to the young bitcoin investors who have no or lesser knowledge on how bitcoin market works.

    4. What impresses me most about Karen Gauvin is how well she explains basic concept of winning before actually letting you use her trade signals. This goes a long way to ensure winning trades.

    1. βœοΈβœοΈπŸ‘†TΚœα΄€Ι΄α΄‹κœ± Fᴏʀ Wα΄€α΄›α΄„ΚœΙͺΙ΄Ι’
      κœ±α΄‡Ι΄α΄… ᴍᴇ β™œWΚœα΄€α΄›κœ±α΄€α΄˜ α΄α΄‡κœ±κœ±α΄€Ι’α΄‡κœ± WΙͺα΄›Κœ TΚœα΄‡ πŸ› βœ™β€¬β€ͺ𝟣πŸͺ0𝟫πŸ₯𝟀𝟧πŸͺ𝟨𝟣πŸͺ..

  9. Well, that’s basically the less profitable part of Amazon. AWS, advertising and 3rd party are the key aspect. But in some way it’s more a risky bet than Alphabet, that’s true

    1. βœοΈβœοΈπŸ‘†TΚœα΄€Ι΄α΄‹κœ± Fᴏʀ Wα΄€α΄›α΄„ΚœΙͺΙ΄Ι’
      κœ±α΄‡Ι΄α΄… ᴍᴇ β™œWΚœα΄€α΄›κœ±α΄€α΄˜ α΄α΄‡κœ±κœ±α΄€Ι’α΄‡κœ± WΙͺα΄›Κœ TΚœα΄‡ πŸ› βœ™β€¬β€ͺ𝟣πŸͺ0𝟫πŸ₯𝟀𝟧πŸͺ𝟨𝟣πŸͺ..

    1. βœοΈβœοΈπŸ‘†TΚœα΄€Ι΄α΄‹κœ± Fᴏʀ Wα΄€α΄›α΄„ΚœΙͺΙ΄Ι’
      κœ±α΄‡Ι΄α΄… ᴍᴇ β™œWΚœα΄€α΄›κœ±α΄€α΄˜ α΄α΄‡κœ±κœ±α΄€Ι’α΄‡κœ± WΙͺα΄›Κœ TΚœα΄‡ πŸ› βœ™β€¬β€ͺ𝟣πŸͺ0𝟫πŸ₯𝟀𝟧πŸͺ𝟨𝟣πŸͺ..

  10. Sven, as a customer I would like you to do updates on companies that you cover and/or have in your portfolio. Many of them reported in the last days/weeks and no update. I don’t even know if you know because you didn’t even send information that you have seen results. Currently even though we pay, we still need to do this ourselves. Instead you make videos to sell access to your platform. It shouldn’t be like this.

    1. βœοΈβœοΈπŸ‘†TΚœα΄€Ι΄α΄‹κœ± Fᴏʀ Wα΄€α΄›α΄„ΚœΙͺΙ΄Ι’
      κœ±α΄‡Ι΄α΄… ᴍᴇ β™œWΚœα΄€α΄›κœ±α΄€α΄˜ α΄α΄‡κœ±κœ±α΄€Ι’α΄‡κœ± WΙͺα΄›Κœ TΚœα΄‡ πŸ› βœ™β€¬β€ͺ𝟣πŸͺ0𝟫πŸ₯𝟀𝟧πŸͺ𝟨𝟣πŸͺ..

    2. Last time I kindly asked him to focus on us customers instead of youtube he repliedβ€žanyway cancel your subscription and thanks for everythingβ€œ.

  11. I agree everything but the High Amazon valutation Is because Cloud. It Is a very High margin business and Amazon Is the world leader atm.

    Anyway I still prefer buy Google because he has Cloud too πŸ˜‚

    1. Great πŸ‘ reach out for more insight α΄‘Κœα΄€α΄›sα΄€α΄˜α΄˜βœ™πŸπŸ‘πŸ‘πŸ”πŸ—πŸ”πŸπŸ–πŸπŸŽπŸ”

  12. Interesting comparison, I largely with you Sven, i think margins are very important. Having said that, the ChatGBT beta impressed me! If Google doesn’t react quickly with an alternative to that, those big Google profits could be in danger in the future. That’s a risk that wasn’t there before. For Amazon i got my own theory. To got me interested in the stock, i want the retail business for free and in AWS business at 30 times 2022 operating profit. Therefore at 685B$ market vs 953B$ at today prices. So it need to drop from 93$ to 66$! πŸ”»

  13. Always great to get your knowledgeable tips and point of view Sven, keep them coming, thank you πŸ‘πŸ˜

  14. Hi Sven nice video as always . Why do you think Munger does not think the same about Costco also, which is also a retailer.

  15. Fully agree Sven! I sold Amazon last year February, but did hold Google and kept buying more here and there. I think AWS components is too often overvalued as it would “compensate” for the rest of the business …Azure is surely bringing profits to Microsoft but there is hell of a lot of other source of profits besides the cloud.

  16. Out of curiosity Sven, why are you looking into Italian market? Looking at Schiller P/E, it is overall overvalued while, instead, the FTSE 250 could have a lot of opportunities and it’s in a green side and a lot of negative sentiment coming from Brexit headwinds, the disaster of Liz Truss, etc. What I’m reading is that At the end of 2022, the FTSE 250’s CAPE ratio was 18.7. Over the last 30 years, CAPE has had an average value of 25.

  17. HI Sven, On what thesis we consider Google as overvalued ? For tech stock 20-30 PE is common. Did we ever saw PE going below 15

Leave a Reply

Your email address will not be published. Required fields are marked *