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AMZN

+10 pts



1/x With the recent run of underperformance in $AMZN shares, the narrative around Amazon’s e-commerce business has certainly frayed at the edges. For a sense...

By bexelok125@pantabi.com on May 1, 2022, 10:47 a.m.
Tagged topics: thesis unchanged , earnings results

Views: 3, Votes: 1, Responses: 0, Attachments: 0
AMZN

+10 pts



AWS only is making about one third of Microsoft revenue, that means you can safe to assume AWS may worth 700 billion. But the other...

By wallstreetfront on April 29, 2022, 11:53 a.m.
Tagged topics: thesis unchanged , earnings results

Views: 2, Votes: 1, Responses: 0, Attachments: 0
AMZN

+49 pts



$AMZN: it may not feel like it now but the thesis is intact; stock needs visibility to margin recovery, likely in 2H

By labjordan on April 29, 2022, 11:35 a.m.
Tagged topics: thesis unchanged , earnings results

Views: 173, Votes: 4, Responses: 2, Attachments: 3
BABA

+35 pts



$BABA - Long-Term Strategy Intact, with Focus on ROI

By puckerman17 on April 6, 2022, 12:39 p.m.
Tagged topics: thesis unchanged

Views: 34, Votes: 2, Responses: 0, Attachments: 1
IAC

+30 pts



$IAC - surprise CFO departure likely to raise questions, but does not change the bullish thesis of the stock

By rIsILAwr on June 9, 2021, 11:29 a.m.
Tagged topics: buying opportunity , thesis unchanged , management departure , Jefferies

Views: 220, Votes: 1, Responses: 0, Attachments: 1
QBR.B

+33 pts



Why my thesis is unchanged despite weak Q2

By mooreideas on Aug. 8, 2019, 2:28 p.m.
Tagged topics: Q2 results , dividend growth , wireless share gain , wireless margin expansion , thesis unchanged

Views: 220, Votes: 3, Responses: 0, Attachments: 0