Bailey retweeted
A pretty impressive real-world example of what $NOW is doing for large enterprises.
Merck is highlighting some major results from using ServiceNow at Gartner today:
- 80% reduction in security incident resolution time
- 40% improvement in support deflection
- 20+ enterprise capabilities involved
Bailey retweeted
Amazon $AMZN Investment Thesis Summary! 🚀
🐂 Bull Case:
- 3P: Third-party sellers pay Amazon fees for fulfillment and services, which carry higher margins than its own retail sales.
- AWS: AWS is the largest cloud provider, and its $496B backlog shows how much demand is already locked in.
- Advertising: Amazon sells high-margin ads to brands right where shoppers buy.
- Automation and AI: Warehouse robots and AI tools can lower Amazon's cost to deliver each package.
💰 Margins:
- Gross: 51%
- EBIT: 12%
- Net: 18%
- FCF: -2%
📈 Growth Since 2021:
- Revenue: +65%
- EPS: +277%
- AWS Revenue: +120%
- 3P Revenue: +71%
🔮 2028 Growth Estimates:
- Revenue: $1.1T, 15% CAGR
- EPS: $14.17, 5% CAGR
- FCF: $35.6B, 206% increase
🎯 Valuation:
- TTM P/E: 20
- 2028 P/E: 18
- Low Price Target $230: 9% premium
- Consensus Price Target $331: 25% discount
- High Price Target $405: 38% discount
Bailey retweeted
$AMZN IS FLYING TODAY! 🚀
Morgan Stanley names Amazon a
TOP PICK with a $350 price target!
Key catalysts identified by analysts:
• Accelerating AWS revenue growth
• Leadership in agentic AI
• Expanding warehouse robotics and automation
• Potential valuation multiple expansion
One of my favorite Magnificent 7 buys at these levels! 📈
Bailey retweeted
🚨 $ORCL — INSTITUTIONAL BUYING - Oct 19, 2026 🟢🚀
🏦 Institutional Accumulation:
🟢 Generali Investments Management
✅ Added 11,978 shares (+77.8%)
💰 Total holdings: $3.76M
🟢 Grant Private Wealth Management
✅ Added 2,917 shares (+46.6%)
💰 Total holdings: $1.26M
📈 Combined: 14,895 additional shares!
💰 Total holdings valued at $5.02M
📊 Src: MarketBeat Reports
Bailey retweeted
Amazon $AMZN price target raised to $350, named a Top Pick at Morgan Stanley
Morgan Stanley analyst Brian Nowak raised the firm's price target on Amazon to $350 from $335 and keeps an Overweight rating on the shares, which were also moved to Top Pick among the analyst's coverage.
The firm, which continues to think AWS's growth and profit runway is "under-appreciated," is now expecting 47% and 42% year-over-year growth in 2027 and 2028, respectively.
The firm sees AWS operating as a "rule of 90" company in 2027-2028, paving the way for Amazon to generate about $16.50 of 2028 EPS, the analyst added.
Bailey retweeted
BREAKING: 🇨🇳 China Q3 GDP came in at 4.5% YoY.
Expectations: 4.4%
China's economic growth is accelerating.
Bailey retweeted
This might be one of the craziest $AMZN charts I’ve seen in a while…
Amazon’s remaining performance obligations, primarily tied to AWS, have exploded to $496 BILLION.
That was just $164B in Q3 2024.
In less than two years, the contracted revenue sitting ahead of the business has roughly tripled!!
Bailey retweeted
$MSFT WILL BLOW PAST $600 INTO EARNINGS.
UBS raised its target to $675, Citi to $636, both betting on a monster Azure quarter.
Friday's close was the dip gift. Earnings hit Oct 28.
Get positioned before the crowd wakes up. NFA
Bailey retweeted
JUST IN: US jobs reports have been revised lower in 16 of 20 months, erasing 793,000 jobs
Bailey retweeted
Charlie Munger said the hardest money you will ever make is your first $100,000.
After that, it gets easier. Before that, it feels like nothing is moving.
In the video below, he explains what the people who get there fast have in common. Then someone asks Warren Buffett how to make $30 billion. His answer is two words.
Munger named three things. Be rational. Be eager to jump on a good opportunity. And spend a lot less than you earn. Not a little less. "Grossly."
Buffett said: "Start young."
He called it a snowball. Money grows on money, and the snowball gets bigger the longer it rolls. The trick is a very long hill. That means starting early, or living a very long time.
Most people do it backwards. They wait until they earn more to start saving, and they spend every raise.
How far are you from your first $100K, and what is slowing you down the most?
Save the video for the days it feels like nothing is moving, and follow for more money lessons.
Bailey retweeted
Warren Buffett has lived in the same $31,500 house since 1958. Then a shareholder asked him: real estate or stocks?
His answer at the 2025 Berkshire meeting: there’s just so much more opportunity in stocks.
A stock trade is done in seconds. In real estate, he said, signing the deal is just the beginning. Then the negotiating starts again.
Even Charlie Munger’s real estate deals were, in Buffett’s words, little more than a hobby.
The numbers back him up. Since 1988, US home prices are up 374%.
The S&P 500 with dividends is up over 5,000%.
$10,000 in a house became about $47,000. In the index, about $510,000.
Your house or your portfolio, which one is really making you rich?
Bailey retweeted
I can't believe Oracle $ORCL is trading at 15x earnings while sitting on a backlog worth 2x its entire market cap!
