#retail-media
Amazon stock (AMZN): is it a buy at 30x while free cash flow is near zero, and the 6-month to 5-year bull, base, and bear
Deep research on AMZN: AWS at 57% of profit, $200B capex, near-zero free-cash-flow yield, and bear/base/bull scenarios across 6 months, 1 year, 3 years, and 5 years.
Walmart stock (WMT): is 41x earnings too rich for a grocery retailer, and what the ads-and-membership engine is really worth - 6 months to 5 years
Is WMT a buy near $117? Bull/base/bear for 6 months, 1 year, 3 years, and 5 years: the grocery base, ads-and-membership overlay, and the 41x valuation crux. Hold.