...das prinzip amazon... wachstum geht vor gewinn
mit den q4 zahlen hat sich die aktie heute um ca. 10mrd.$ verteuert - gewinn wird keiner gemacht unterm strich. auch für 2018 ist wachstum und verlust angesagt...der kapitalmarkt gibt ja genug cash her, no problem ! dieser irrsinn geht nur dank übermäßigem verfügbarem kapital weltweit...
aus dem geschäftsbericht die letzten 2 absätze...
..In the near term, however, membership, revenue and original content spend are booming. We?re growing faster than we expected, which allows us to invest more in original content than we had planned, so our FCF will be around negative $3B-$4B in 2018. Given our track record of content investments helping to increase growth, we are excited about the growth in future years from the increased investments we are making in original content this year. We anticipate continuing to raise capital in the high yield market. The new limitation on deductibility of interest costs is not expected to affect us. We are striving to make the right choices and investments to grow the value of the firm, and that is what also ultimately secures our debt. High yield has rarely seen an equity cushion so thick
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