If you invested in Amazon (AMZN 0.55%) at the start of any year over the last 20 years, you'd be up on your investment five years later, every time. And this is true as well for time periods that haven't yet hit the five-year mark. For example, if you invested at the start of 2024, you'd be up right now even though the stock has pulled back more than 20% from its high.In other words, it's been a bad idea to bet against the stock, historically speaking. Nevertheless, there are some investors who are betting ...

You might have heard that the Chinese word for "crisis" combines the Chinese words for "danger" and "opportunity." That sounds great, but it isn't true.There's a reason the idea resonates with many people, though. While crises can come with an element of danger, they also often present tremendous opportunities. I think that's the case with current market volatility and economic uncertainty, whether or not you believe it meets the bar of being a crisis.Quite a few excellent stocks have been beaten down amid ...

John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool's board of directors. Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Amazon. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions rem ...

Warren Buffett plans to retire this year after delivering a return of over 5,000,000% to long-term investors through his holding company Berkshire Hathaway. With a market capitalization of $1.12 trillion, Berkshire is already quite large, so investors shouldn't expect a repeat of the previous six decades of growth.That said, the portfolio is still a great way to look for inspiration in the market. Let's discuss why two Berkshire-backed stocks, Amazon (AMZN 0.55%) and BYD (OTC: BYDD.F), could make great buys ...

亚马逊业务结构分析 - 亚马逊的电子商务平台虽广为人知且使用频繁，但并非主要利润驱动来源 [1] - 在线商店和第三方卖家服务合计贡献60%营收（Q1分别为574亿美元和365亿美元） [2] - AWS以293亿美元营收占比19%，但贡献63%运营利润，其40%的运营利润率远超公司整体12%的水平 [3][4] AWS的核心地位 - AWS季度营收同比增长17%，受益于云计算在AI基础设施中的关键作用 [4] - 云计算需求持续超过供给，关税政策对其影响有限 [5] - 该部门的高增长性和高利润率构成投资亚马逊股票的主要逻辑 [5] 广告业务的增长潜力 - 广告服务季度营收139亿美元，同比增长18%，为增速最快的业务板块 [6] - 参照Alphabet（30%）和Meta（40%）的运营利润率，保守估计亚马逊广告业务利润率约30%，贡献42亿美元运营利润（占公司总利润23%） [7][9] - 广告与AWS合计贡献86%运营利润，构成公司利润双引擎 [10] 业务前景展望 - 广告业务可能受经济下行影响，但Q1增长强劲且中国产品价格变动或刺激广告需求 [11] - 两大核心业务（AWS和广告）的持续繁荣支撑股价表现 [12]

卫星互联网竞争格局 - 当前在轨卫星数量对比：SpaceX拥有7,100颗Starlink卫星，而亚马逊仅27颗Kuipersat卫星 [1] - SpaceX已进入第三代或第四代卫星技术迭代，目前主要发射升级版V2 Mini型号 [6] - 亚马逊卫星单颗重量约1,260磅，低于SpaceX V2 Mini的1,760磅，性能可能较弱 [7] 亚马逊Project Kuiper进展 - 2023年10月首次发射两颗实验卫星Kuipersat-1和Kuipersat-2至500公里轨道 [2] - 原计划2024年上半年开始全面部署，但实际进度延迟约一年，首批运营卫星于2025年4月29日发射 [4] - 公司计划2024年下半年启动"早期客户试点"，但分析师对此时间表持怀疑态度 [11] 部署时间压力 - 联邦通信委员会(FCC)要求2026年7月30日前完成50%星座部署（1,618颗卫星） [7] - 按当前每次发射27颗卫星计算，需在未来14个月内每周发射一次，共59次 [7] - 若以每日生产1颗卫星的当前速度，到FCC截止日可能仅完成450颗，远低于目标 [11] 技术参数与覆盖能力 - 亚马逊卫星轨道高度高于Starlink，单星地面覆盖面积更大但信号延迟更高 [9] - 预计需要约700颗卫星即可启动测试服务，低于SpaceX最初的800-1,000颗要求 [10] 资金与资源投入 - 项目总预算达100亿美元，需大量采购ULA、Arianespace、蓝色起源甚至SpaceX的火箭发射服务 [8] - 亚马逊年收入6,500亿美元，现金储备950亿美元，具备持续投入的财务实力 [12] - 目标卫星产能为每日5颗，但目前实际产能仅每日1颗 [11]

JR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. He has also demonstrated outperformance with his picks. He focuses on identifying growth investing opportunities that present the most attracti ...

I'm an individual investor heavily influenced by Warren Buffett and Charlie Munger. Munger's 1994 USC Business School Speech is something I think about a lot: ### Over the long term, it's hard for a stock to earn a much better return than the business which underlies it earns. If the business earns 6% on capital over 40 years and you hold it for that 40 years, you're not going to make much different than a 6% return—even if you originally buy it at a huge discount. Conversely, if a business earns 18% on cap ...

Amazon (AMZN) delivered strong first-quarter 2025 results with earnings of $1.59 per share, which beat estimates by 17.78% and increased 40.7% year over year. Net sales reached $155.7 billion, up 9% from the previous year and slightly ahead of expectations. (Read more: Amazon Q1 Earnings Beat Estimates, Stock Falls on Mixed Guidance)Despite this solid performance, the e-commerce giant's stock faced pressure following the earnings announcement due to its cautious second-quarter outlook. For second-quarter 20 ...

Amazon is expanding its online pharmacy to fill prescription pet medications, the company announced Thursday.The company said it has added "hundreds of commonly prescribed pet medications" to its U.S. site, ranging from flea and tick solutions to treatments for chronic conditions.Prescriptions are purchased via Amazon's storefront and must be approved by a veterinarian. Online pet pharmacy Vetsource will oversee the dispensing and delivery of medications, said Amazon, adding that items are typically deliver ...