DutchMark’s Activity

Fri Jul 24

NL

Boards Post

DutchMark replied to the Berkshire Hathaway board. 4:48 PM

Re: ibm revenue collapse

Imagine a steady state Amazon with Walmart's current net profit of about $1 for every $30 in sales.

To me it seems obvious that if all you can do is trying to value Amazon based on "what if Amazon is Walmart" nothing good [more]

NL

Boards Post

DutchMark replied to the Berkshire Hathaway board. 1:04 PM

Re: ibm revenue collapse


I see it the reverse way!
The bulls have been talking up Amazon for years, saying they will make a huge profit some day.
There comes a time when they just have to let it be.

It has been over 20 years they have been waiting,
[more]

Thu Jul 23

NL

Boards Post

DutchMark replied to the Berkshire Hathaway board. 5:16 PM

Re: ibm revenue collapse

Does anybody think Amazon is making a good clean profitable return on their investment in their cloud services?

Ahem... looking at the stock price there's obviously lots of people thinking that.

You've been down talking [more]

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