u/QuatroCisco

1 thesis · first seen Sep 4, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d000———
3d1100%+4.6%+4.6%
1w1100%+1.1%+1.1%
1m111100%-1.9%-1.9%
3m000———
6m000———
1y000———

Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$AMZNr/ValueInvestingDiscussionbearish
u/QuatroCisco · 80d agono track record yet

The not so pretty stuff within the Amazon.com earnings report

Despite strong headline growth (AWS +37% YoY), Amazon's net income and operating cash flow disappointed relative to guidance. The company is aggressively investing ~$40B in non-marketable securities (primarily Anthropic) in just six months while facing deteriorating free cash flow (-$7.6B TTM), rapidly rising debt (up 96% to $129B), and off-balance-sheet obligations through SPVs that mask true financial obligations.

At post $271.58Now $262.45-3.4% since postedas of Oct 19, 4:30 PM ET
1d—
3d+4.6%
1w+1.1%
1m-1.9%
3m—
6m—
1y—
original post →

End of results.