Company Commentary: Amazon Trading at a Discount with Growth Prospects

24 days ago

Host

"The second one is Amazon... Amazon is trading at 14 times price to operating cash flow, which is pretty crazy for a mega cap... I still like Amazon, and despite its temporary operating cash flow deceleration, if it grows operating cash flow by 20% over the next few years, it is too cheap to ignore."

The speaker offers commentary on Amazon (ticker: AMZN), noting that it is trading at an attractive multiple relative to its operating cash flow despite underperforming compared to peers. Concerns over a slowdown in operating cash flow growth are mentioned, but the potential catalyst of improved AWS performance and a discounted valuation make it a compelling long-term hold.

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