Dan Gallagher
speaker
617 appearances
15 recordings
1 series
first heard Sep 2017
last heard Nov 2019
Dan Gallagher’s voice in public audio — every appearance, attributed to the second.
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Appearances
That too was not, you know, they didn't break out results on that and it wasn't thought that that was going to be such a huge business for them.
So what's happened over the last even just five years is that
investors have gotten more visibility on those businesses.
And it's very clear that Amazon is much more than a company that you just go to their site and click on when you want to buy something.
It's getting into a lot of areas of people's lives.
Yeah.
I mean, valuation, it's
you know, relative to Apple, you know, Amazon's still at a trillion dollars.
Amazon's about 100 times forward earnings, which is a really rich value and much, much, a much higher valuation than the other, you know, really big, large cap, mega cap tech companies like Apple and even, you know, Google and Facebook and Microsoft.
And so it's a riskier stock from that perspective.
But if you go back, you know, Amazon's actually averaged
Average multiple over the last five, even 10 years has pretty much been in that line and sometimes even a lot higher.
So valuation has not really been historically a worry for Amazon's investors.
And so I don't think it's likely at all.
Some people are going to go, oh, wow, this is a rich stock.
I'm not going to hold it.
I think as they're continuing to generate the growth that they're doing, investors are going to be pretty comfortable with what they're paying for it.
Every fall there's, you know, every year we get a new Call of Duty and then, you know, every other year about is a new Battlefield.
matched
So it's, you know, and fall's a big time for video game sales still because of the holidays.
matched
What we have this year is unusual because we have a very tight schedule with more than normal.
matched
Showing 201–220 of 617 · page 11 of 31
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