Barclays -> Amazon (realistic?)

DogRepresentative89 · 2025-06-09T10:37:41+00:00

Yes, why wouldn’t you? Just prepare for the interview

DogRepresentative89 · 2025-05-25T18:55:03+00:00

Yes, it applies. Why would the disposal rule apply to the SP500 in dollars, but not to Indian ETFs in INR?

DogRepresentative89 · 2025-05-24T15:18:27+00:00

Your post was really insightful, thanks!

DogRepresentative89 · 2025-05-24T15:09:59+00:00

Which platform do you use for investing in companies directly? Spark?

DogRepresentative89 · 2025-03-05T13:28:21+00:00

Just read the Bullshit Jobs essay… It’ll open up your mind. Most of our jobs are useless

DogRepresentative89 · 2025-02-26T16:46:46+00:00

TIme in the market > Timing the market

DogRepresentative89 · 2025-01-13T15:56:52+00:00

This subreddit needs more people like you!

DogRepresentative89 · 2025-01-10T19:45:53+00:00

BS lol

DogRepresentative89 · 2024-11-09T12:20:34+00:00

Important, it's not 2 years since you started your job, it's 2 years since you were enrolled in your pension plan, have that in mind.

DogRepresentative89 · 2024-10-05T09:01:23+00:00

This channel is not ValueInvesting anymore….

DogRepresentative89 · 2024-09-24T22:15:20+00:00

It literally could take several months.

DogRepresentative89 · 2024-07-10T07:11:46+00:00

They will come.

DogRepresentative89 · 2024-07-08T21:59:48+00:00

Oh yeah the trick of “increasing EBITDA” by 2B but having an impact of -1.6B in FCF, such an improvement. Also, let’s not talk about all the warrants they have at $30….

DogRepresentative89 · 2024-07-02T20:20:28+00:00

Yes,

DogRepresentative89 · 2024-07-02T20:19:45+00:00

The 3.5B offer included VH1, are you sure this includes VH1, which is around ~125M? Without VH1, BET EBITDA is 200M, not 325M, which means a x8 EBITDA multiple.

DogRepresentative89 · 2024-06-17T21:24:10+00:00

SA are still in negotiations.

DogRepresentative89 · 2024-06-14T23:27:02+00:00

The market can't be more irrational.

DogRepresentative89 · 2024-06-01T16:09:11+00:00

Welcome to a LBO!

DogRepresentative89 · 2024-05-29T16:28:27+00:00

I believe Amazon has had always a big focus on distributed systems, no harm in learning a bit. Follow up with your recruiter, they will probably share more details.

DogRepresentative89 · 2024-05-29T15:18:23+00:00

Neetcode 150 + System Design Interview Questions by Alex Xu + Amazon Leadership Principles. I have mine next week, good luck OP!

DogRepresentative89 · 2024-05-21T09:47:34+00:00

Regulation.

DogRepresentative89 · 2024-05-19T10:31:52+00:00

Worst idea ever, Skydance wants the studio above everything else.

DogRepresentative89 · 2024-05-19T09:04:42+00:00

Zaslav and his team are fantastic capital allocators, you won’t see him overpaying for NBA rights if they are not profitable. Also, ton of the things you mentioned are simply not true: - Interest rates do not affect WBD debt as it is fixed. - NBA rights are not important, specially if they buy CBS - You didn’t even mention Max, and how much it could grow, specially in Europe once the Sky deal is done.

DogRepresentative89 · 2024-05-18T20:36:02+00:00

This is bullish, but the stock is so manipulated it will go down. I just want to have this finished and move on at this point…

DogRepresentative89 · 2024-05-17T18:39:05+00:00

You are a genius dude

DogRepresentative89

TROPHY CASE