tag:blogger.com,1999:blog-1715439530278924605.post6445033379124366641..comments2024-03-21T12:05:18.715-04:00Comments on Market Owl: Buy the Small DipsMarket Owlhttp://www.blogger.com/profile/18136766420445585120noreply@blogger.comBlogger3125tag:blogger.com,1999:blog-1715439530278924605.post-33786021648311676382013-01-31T18:14:41.676-05:002013-01-31T18:14:41.676-05:00AMZN is overvalued but if you are going to hedge i...AMZN is overvalued but if you are going to hedge in the internet space, it is the best long hedge against a short FB position. <br /><br />AMZN will eventually be like Walmart of the internet in a few years. The economies of scale are being underestimated and no one will be able to touch them online. They are the king and high barriers to entry, much higher than a social website running ads.Market Owlhttps://www.blogger.com/profile/18136766420445585120noreply@blogger.comtag:blogger.com,1999:blog-1715439530278924605.post-14876093664281759392013-01-31T17:36:36.288-05:002013-01-31T17:36:36.288-05:00Just to be clear FB is a total piece of garbage th...Just to be clear FB is a total piece of garbage that will ultimately be worth 0. AMZN is way overpriced and the expectations are unreasonable, but it is a real business, we buy from them all the time.ilyanoreply@blogger.comtag:blogger.com,1999:blog-1715439530278924605.post-13012044076356706622013-01-31T17:31:32.301-05:002013-01-31T17:31:32.301-05:00You need to carefully read their recent report. T...You need to carefully read their recent report. Their model is just about played out, their electronic sales are declining, they are having to collect taxes.Ilyanoreply@blogger.com