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The 10 Most Recent Messages By TransverseSlice

Take me back to where I was.
  • Date: 4/21/18 1:47 PM
  • Number: 235712
  • Recommendations: 0
But it's a little too simple for my taste...it's comforting but just a little hand-wavy for me
just assuming the rest can add up to breakeven and cover the bulk of the Prime costs.
(not saying impossible, just
(Continued...)
  • Date: 4/21/18 1:41 PM
  • Number: 235710
  • Recommendations: 0
Assuming all these good things happen, you are still getting a zero return on your stock. If you want to get, say, 10%/year price appreciation, the membership and rate goals get even higher.

Well, I don't know how you are doing
(Continued...)
  • Date: 4/21/18 1:02 PM
  • Number: 235706
  • Recommendations: 0
it's not the Costco model of pure profit from membership. You get a whole bunch of stuff for free. Still, assume retail breaks even AND prime is all profit AND everyone in the world pays the American rate AND pricing power allows Amazon to
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  • Date: 4/21/18 12:29 PM
  • Number: 235704
  • Recommendations: 1
You can make a very good case for a break-even Prime as a method to funnel a vast addicted user base to profitable retail transactions.
Or you can make a very good case for a pure-profit Prime on the back of a retail operation that breaks

(Continued...)
  • Date: 4/21/18 11:30 AM
  • Number: 235702
  • Recommendations: 3
Is this correct? 64% of households in US. What I am unclear on is whether the 100 MM is US or worldwide?

It's worldwide.

*insert rant about using third hand data*

General valuation type comment:

One
(Continued...)
  • Date: 4/20/18 10:47 AM
  • Number: 235679
  • Recommendations: 1
I don't like it.

- Declining demand for legacy products & services
- Management currently attempting to diversify product offerings to make up for it
- Shareholders willing to overlook stagnating revenue, lured by the

(Continued...)
  • Date: 4/18/18 4:02 PM
  • Number: 235645
  • Recommendations: 0
It's a nice archive. The a$$ in me also thinks that as far as fund marketing ploys go for Elevation
Capital, it's a good one.
  • Date: 4/18/18 2:21 PM
  • Number: 235643
  • Recommendations: 0
Huh??? In the year 2000 he was telling us that he would not purchase Apple because he did not know where the business would be in 10 years. He preferred one foot bars to step over rather that higher bars. Now BRK is the largest shareholder in
(Continued...)
  • Date: 4/18/18 11:34 AM
  • Number: 235633
  • Recommendations: 2
I wonder why Mr. Buffett's advice is so hard to take?

Because 80% of the population believes they are above average.*


* - median; numbers pulled out of my a$$
  • Date: 4/9/18 2:24 PM
  • Number: 235557
  • Recommendations: 1
you don't have to read far to see that there are some whoppers in there

There's whoppers in there definitely. He does make some valid points about convoluted structure and
related party transactions, but the latter are
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Total = 10

Take me back to where I was.
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