tag:blogger.com,1999:blog-5297910739720462639.post7637996696814493282..comments2024-01-24T01:06:55.788-08:00Comments on Intelsense Capital Blog: The IPO FrenzyUnknownnoreply@blogger.comBlogger4125tag:blogger.com,1999:blog-5297910739720462639.post-8984151893651483062021-11-11T21:31:40.442-08:002021-11-11T21:31:40.442-08:00YEs, but let's face it, online retail is a ver...YEs, but let's face it, online retail is a very low margin business and practically no company in the world (probably excepting Alibaba, in a sort of regulated market) has ever done exceptionally well. And the bulk of Amazon's stock market valuation is driven by the profits and cashflows generated by AWS.Abhishekhttps://www.blogger.com/profile/10981230195604730299noreply@blogger.comtag:blogger.com,1999:blog-5297910739720462639.post-16656243248831924402021-11-10T20:10:10.780-08:002021-11-10T20:10:10.780-08:00You have put the IPO Scenario in prespectiveYou have put the IPO Scenario in prespectiveBunnyhttps://www.blogger.com/profile/02576859803820797124noreply@blogger.comtag:blogger.com,1999:blog-5297910739720462639.post-64233098732532242082021-11-10T02:15:06.453-08:002021-11-10T02:15:06.453-08:00little appreciated fact that amazon had tremendous...little appreciated fact that amazon had tremendous OCF - because of the float. You get money from customers upfront and pay after a week to sellers with a 15-20% docked for platform commission which provided it tremendous leeway.Varadhahttps://www.blogger.com/profile/02546300910849990655noreply@blogger.comtag:blogger.com,1999:blog-5297910739720462639.post-331961697338196532021-11-09T23:44:45.476-08:002021-11-09T23:44:45.476-08:00i am complete agree with writer. all these new age...i am complete agree with writer. all these new age companies does not have any competitive advantages in their respective business. promotors and initial investors are offloading their shares to publics. similar was happen in dotcom bubble and 2008 reliance power IPO.Anonymoushttps://www.blogger.com/profile/11026734949201034020noreply@blogger.com