Even Buffett Should Buy Amazon Shares on 10-Year Outlook, Analyst Says

by birtanpublished on July 12, 2020

The miracle of Microsoft Apple Amazonand the others has to also be theterminal value out X number of yearsthis is really important folks what'sthe time duration time Forte of thatterminal value calculation I don't thinkit's a textbook amount perhaps they're

So dominant that the terminal value isout what ten or fifteen years so greatquestion time as alwayswe're modeling ten years out in part ofthe reason we think Doc's in generalhave done so well is we're in the middle

Of a very very low interest rateenvironment so our discount rate I don'twant say it's historic lows but it's avery low number so ten years from nowthe question is can Hamazon still growas a company at a fifteen percent

Ravin and right now the answer looks tobe yeah okay but time this is criticaland I don't mean to interrupt but thisis so incredible critical for theBloomberg surveillance audience first ofall you're out ten years in that seven

Years fine how does a sovereign wealthfund how does big moneyhow does warren buffett deal with thatshould warren buffett be acquiringAmazon right now with his terminal valueof ten or fifteen or twenty years yes

The answer is even warren buffett shouldbe buying shares of amazon if he has aten-year outlook as we're employingright now because i think again if youthink about what we're going throughwhat we're experiencing right now and

How this is just accelerating thetransition to digital you think aboute-commerce historically as a high singledigit low double-digit percentage oftotal retail sales well what if thatmoves to twenty percent not overnight

But in short order so I do think thatover a ten year period the law of largenumbers definitely sets in for Amazonfor Microsoft and others meaning that asyou're growing on a bigger sales baseyour growth moderates over time but I do

Think that this transition to digitalcause bykova 19 is real and sustainableand significant

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