January 2016

This is what we argued yesterday

Look at the Amazon earnings and earnings expectations (click the attachment):

You see that from Q4 2015 onwards, there is a marked acceleration expected. This is, of course, largely based on the profitability of AWS, Amazon Web Services.

But before we’ll buy, we like to have some confirmation that this is indeed happening to the extent expected. Q4 results (tomorrow after close) really are the deviding line..

Source: January 2016

Luckily we didn’t buy, big earnings miss today..