這份深度研究報告全面分析了 Amazon (AMZN) 的業務模式、財務表現及投資前景。報告詳細闡述了亞馬遜的 主要營收來源,包括其龐大的電子商務、第三方賣家服務、雲端運算 (AWS) 以及廣告與訂閱服務。此外,它探討了亞馬遜面臨的 短期與長期風險,例如消費者支出疲軟和嚴格的監管審查。報告深入剖析了公司的 成本結構、管理團隊的組成與可信度、以及 主要股東的影響力,特別是他們的投票行為。最後,它評估了亞馬遜的 股票回購計劃、價值投資者的活動,並運用 巴菲特式的自由現金流折現模型 估算了其內在價值,同時提供了 最新的季度財報亮點 和 十年財務數據趨勢,以全面衡量公司的財務健康狀況與成長軌跡。
📚 价值投资必读书单
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沃伦·巴菲特
滚雪球
中文:https://amzn.to/4kZdt80
巴菲特的真本事
中文:https://amzn.to/4jU8jJR
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查理·芒格
穷查理宝典
简体中文: https://amzn.to/4jVQslJ
影响力
简体中文:https://amzn.to/3ZCUV5r
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金钱哲学
金钱心理学
中文:https://amzn.to/407ATjz
一如既往
中文:https://amzn.to/3HFhGPV
纳瓦尔宝典:从白手起家到财务自由,硅谷知名天使投资人纳瓦尔智慧箴言录
Kindle中文:https://amzn.to/3HH4Elf
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霍华德·马克斯
投资最重要的事:一本股神巴菲特读了两遍的书
投資最重要的事:一本股神巴菲特讀了兩遍的書
中文(简体):https://amzn.to/4kJYPSy
中文(繁体):https://amzn.to/4n1xOeT
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价值投资经典
聪明的投资者+证券分析
中文:https://amzn.to/4kCoqg9
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埃隆·马斯克传 (李录说他和芒格是一类人 😏)
中文:https://amzn.to/401aeVG
Youtube: https://www.youtube.com/@TheDeepValue
Apple Podcasts: https://podcasts.apple.com/us/podcast/深度价值投资/id1813017485
Spotify: https://open.spotify.com/show/4pkWVzv9g4msNzlYLUhnm5?si=hRZQw_O8TdOi-dRcrvNvlA
免责声明:本内容所有分析均基于公开可获得的信息,仅供教育用途,不构成投资建议。在进行投资决策之前,请自行进行尽职调查。对了,如果您觉得这些话题有意思别忘了在Apple/Spotify Podcasts和Youtube Channel:Deep Value Investing深度价值投资频道中点赞订阅我们!节目介绍栏中还有我们精选的价值投资必读书单哦,去看看吧!
📚 Value Investing Books Recommendation
Warren Buffett
The Snowball: Warren Buffett and the Business of Life
Kindle: https://amzn.to/3FVasqy
Hardcover: https://amzn.to/3HIfeZ2
Paperback: https://amzn.to/4kBjUOZ
Warren Buffett and the Interpretation of Financial Statements (by Marry Buffett)
Kindle: https://amzn.to/43Vr5dD
Hardcover: https://amzn.to/4n6yNus
Paperback: https://amzn.to/45XBBDL
Charlie Munger
Poor Charlie’s Almanack
Kindle: https://amzn.to/3Zsw9VB
Hardcover: https://amzn.to/4jMExq7
Collector's Edition: https://amzn.to/3SRgsn7
Tao of Charlie Munger
Kindle: https://amzn.to/4nk0akT
Hardcover: https://amzn.to/44eq8OR
Influence, New and Expanded: The Psychology of Persuasion
Kindle: https://amzn.to/4619DqL
Hardcover: https://amzn.to/40a8TMi
Paperback: https://amzn.to/40gtwq7
Howard Marks
The Most Important Thing (Uncommon Sense for the Thoughtful Investor)
Kindle: https://amzn.to/3Tqb4Yg
Hardcover: https://amzn.to/3SRyy8A
Paperback: https://amzn.to/45ohdM0
Mastering The Market Cycle: Getting the Odds on Your Side
Kindle: https://amzn.to/3HXPmby
Hardcover: https://amzn.to/45X6AQq
Paperback: https://amzn.to/44oPGYP
Money Philosophies
The Psychology of Money: Timeless lessons on wealth, greed, and happiness
Kindle: https://amzn.to/3FDbO9u
Hardcover: https://amzn.to/4kL3TGi
Paperback: https://amzn.to/44fpkcC
Limited Gift Version: https://amzn.to/4jYomGp
Same as Ever: A Guide to What Never Changes
Kindle: https://amzn.to/3HXBJcp
Hardcover: https://amzn.to/4l7vPno
Paperback: https://amzn.to/4k2ZHRe
The Almanack of Naval Ravikant: A Guide to Wealth and Happiness
Kindle: https://amzn.to/4lx2a7F
Hardcover: https://amzn.to/4kGX5tf
Paperback: https://amzn.to/3ZEMXsC
Classic Principles
The Intelligent Investor
Kindle: https://amzn.to/45T9OEv
Hardcover: https://amzn.to/4l4f7W3
Paperback: https://amzn.to/43ZNyXb
Security Analysis, Seventh Edition: Principles and Techniques
Kindle: https://amzn.to/442yKak
Hardcover: https://amzn.to/3TmEEhg
Margin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful Investor
Collector Edition: https://amzn.to/4lrgWNd
Youtube: https://www.youtube.com/@TheDeepValue
Spotify: https://open.spotify.com/show/2XDn2NMbbfvrJiqk9xAqR9?si=YsWJodQKS7CEMq5Twdh_8Q
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