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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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