這份深度研究報告全面分析了 Amazon (AMZN) 的業務模式、財務表現及投資前景。報告詳細闡述了亞馬遜的 主要營收來源,包括其龐大的電子商務、第三方賣家服務、雲端運算 (AWS) 以及廣告與訂閱服務。此外,它探討了亞馬遜面臨的 短期與長期風險,例如消費者支出疲軟和嚴格的監管審查。報告深入剖析了公司的 成本結構、管理團隊的組成與可信度、以及 主要股東的影響力,特別是他們的投票行為。最後,它評估了亞馬遜的 股票回購計劃、價值投資者的活動,並運用 巴菲特式的自由現金流折現模型 估算了其內在價值,同時提供了 最新的季度財報亮點 和 十年財務數據趨勢,以全面衡量公司的財務健康狀況與成長軌跡。 📚 价值投资必读书单==================================————————————————————————沃伦·巴菲特滚雪球中文:https://amzn.to/4kZdt80巴菲特的真本事中文:https://amzn.to/4jU8jJR————————————————————————查理·芒格穷查理宝典简体中文: https://amzn.to/4jVQslJ影响力简体中文:https://amzn.to/3ZCUV5r————————————————————————金钱哲学金钱心理学中文:https://amzn.to/407ATjz一如既往中文:https://amzn.to/3HFhGPV纳瓦尔宝典:从白手起家到财务自由,硅谷知名天使投资人纳瓦尔智慧箴言录Kindle中文:https://amzn.to/3HH4Elf————————————————————————霍华德·马克斯投资最重要的事:一本股神巴菲特读了两遍的书投資最重要的事:一本股神巴菲特讀了兩遍的書中文(简体):https://amzn.to/4kJYPSy中文(繁体):https://amzn.to/4n1xOeT————————————————————————价值投资经典聪明的投资者+证券分析中文:https://amzn.to/4kCoqg9————————————————————————埃隆·马斯克传 (李录说他和芒格是一类人 😏)中文:https://amzn.to/401aeVGYoutube: https://www.youtube.com/@TheDeepValueApple Podcasts: https://podcasts.apple.com/us/podcast/深度价值投资/id1813017485Spotify: https://open.spotify.com/show/4pkWVzv9g4msNzlYLUhnm5?si=hRZQw_O8TdOi-dRcrvNvlA免责声明:本内容所有分析均基于公开可获得的信息,仅供教育用途,不构成投资建议。在进行投资决策之前,请自行进行尽职调查。对了,如果您觉得这些话题有意思别忘了在Apple/Spotify Podcasts和Youtube Channel:Deep Value Investing深度价值投资频道中点赞订阅我们!节目介绍栏中还有我们精选的价值投资必读书单哦,去看看吧!📚 Value Investing Books RecommendationWarren BuffettThe Snowball: Warren Buffett and the Business of LifeKindle: https://amzn.to/3FVasqyHardcover: https://amzn.to/3HIfeZ2Paperback: https://amzn.to/4kBjUOZWarren Buffett and the Interpretation of Financial Statements (by Marry Buffett)Kindle: https://amzn.to/43Vr5dDHardcover: https://amzn.to/4n6yNusPaperback: https://amzn.to/45XBBDLCharlie MungerPoor Charlie’s AlmanackKindle: https://amzn.to/3Zsw9VBHardcover: https://amzn.to/4jMExq7Collector's Edition: https://amzn.to/3SRgsn7Tao of Charlie MungerKindle: https://amzn.to/4nk0akTHardcover: https://amzn.to/44eq8ORInfluence, New and Expanded: The Psychology of PersuasionKindle: https://amzn.to/4619DqLHardcover: https://amzn.to/40a8TMiPaperback: https://amzn.to/40gtwq7Howard MarksThe Most Important Thing (Uncommon Sense for the Thoughtful Investor)Kindle: https://amzn.to/3Tqb4YgHardcover: https://amzn.to/3SRyy8APaperback: https://amzn.to/45ohdM0Mastering The Market Cycle: Getting the Odds on Your SideKindle: https://amzn.to/3HXPmbyHardcover: https://amzn.to/45X6AQqPaperback: https://amzn.to/44oPGYPMoney PhilosophiesThe Psychology of Money: Timeless lessons on wealth, greed, and happinessKindle: https://amzn.to/3FDbO9uHardcover: https://amzn.to/4kL3TGiPaperback: https://amzn.to/44fpkcCLimited Gift Version: https://amzn.to/4jYomGpSame as Ever: A Guide to What Never ChangesKindle: https://amzn.to/3HXBJcpHardcover: https://amzn.to/4l7vPnoPaperback: https://amzn.to/4k2ZHReThe Almanack of Naval Ravikant: A Guide to Wealth and HappinessKindle: https://amzn.to/4lx2a7FHardcover: https://amzn.to/4kGX5tfPaperback: https://amzn.to/3ZEMXsCClassic PrinciplesThe Intelligent InvestorKindle: https://amzn.to/45T9OEvHardcover: https://amzn.to/4l4f7W3Paperback: https://amzn.to/43ZNyXbSecurity Analysis, Seventh Edition: Principles and TechniquesKindle: https://amzn.to/442yKakHardcover: https://amzn.to/3TmEEhgMargin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful InvestorCollector Edition: https://amzn.to/4lrgWNdYoutube: https://www.youtube.com/@TheDeepValueSpotify: https://open.spotify.com/show/2XDn2NMbbfvrJiqk9xAqR9?si=YsWJodQKS7CEMq5Twdh_8Q❤️To support us and bring a Buffett Indicator App alive: https://www.gofundme.com/f/turning-buffetts-wisdom-into-a-daily-tool-for-investors 🎗️
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