Behind The Idea #42: Breaking Down Amazon's Financials W/Marc Pentacoff
We're continuing to look at Amazon with Part 2 of our miniseries on the company. We bring on Marc Pentacoff, a Seeking Alpha editor and financial analysis wizard, to dissect Amazon's financial statements. How does their world-beating success translate to their numbers? How do we know it's still day 1 at Amazon? How should value investors look at these? We break it down.
Topics covered
Starting to break down the Amazon 2018 Q3 10Q – 7:00 minute-mark The moving target of Amazon’s businesses, or the growing, convulsing pie – 11:00 Working down the income statement – 17:00 What strategic, competitive advantages on the financial statements – 24:00 How does a value investor deal with this? – 28:00 Does this ever go from growth to accruing value? – 32:00 Tackling the Working Capital and capital leases questions for Amazon – 37:00 Our first ever lightning round – key ratios – 42:30 Value investing in Amazon – 51:30 How strong is Amazon’s balance sheet, really? And what about pricing power - 1:03
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