Will amaz swallow ups?

[UnionStrong]

View attachment 385155

Chaz! What a sow.

 

[wilberforce15]

Our drivers for the most part stick around for the long haul.

And that's bad for the business.

 

[wilberforce15]

You in Compton, CA ? Or Watts ?

Yes.

 

[wilberforce15]

Sure. If “cherry picking” includes electronics, shoes, clothing, and a few others that are quite costly. Inexpensive and cheap (as in lower quality) items are great for Amazon but that’s not what we’re talking about here. Amazon “Pantry” sucks so bad very few stick with it. Unless you really utilize their streaming services there realty is no need to pay for “Prime.” Two day shipping isn’t any real ground breaking benefit nowadays. Same day delivery? HA! It’s not like you’re ordering life saving medical equipment or medicine.

Pantry sucks.

Anything under 10-20 bucks is overpriced.
Over that, they're a basic retailer, with average prices (including electronics, shoes, and clothing you mention) with fantastic returns, 5% for binge-users, and 0 thought required. That's worth something.

 

[JL 0513]

I like it at ups. I just started pre peak. So like 5 months. I load a ton of amazing packages and when the new fulfillment center opens I feel like there will be cuts to employees and stuff. But what's everyone's thoughts. Will Amazon eat the ups in like 10 years? I'm trying to do my 25 and get paid to stay home. LoL

1st quarter 2022:

Amazon: $3.8B net loss.

UPS: $3.3B net profit.

Amy other questions?

 

[Poop Head]

Amy other questions?

Yes.

How hot is Amy?

 

[wilberforce15]

1st quarter 2022:

Amazon: $3.8B net loss.

UPS: $3.3B net profit.

Amy other questions?

Profit and loss aren't relevant.
Growth and market penetration or information assets are what is relevant.

 

[JL 0513]

Profit and loss aren't relevant.
Growth and market penetration or information assets are what is relevant.

Both are relevant. I was just making a point. The mighty Amazon isn't invincible. In the end, profit is what matters. If you aren't in a state of producing profits, you are merely backed by investors or loans.

 

[wilberforce15]

Both are relevant. I was just making a point. The mighty Amazon isn't invincible. In the end, profit is what matters. If you aren't in a state of producing profits, you are merely backed by investors or loans.

Amazon has basically never made much real profits, and is valued at 7x that of UPS, despite being 80 years younger or whatever.


Stock price growth is determined by revenue primarily.
There is nothing more reliable, in the long term, than revenue growth.

It went from 6 bucks to 2000 bucks in less than 20 years.

 

[wilberforce15]

Amazon could issue shares and buy all of UPS tomorrow, and it would cost them about 15% of their current market cap.

I am so amused by UPSers who think UPS is the big dog.

 

[nWo]

Amazon reinvests their profits to save on taxes and increase their market share.

 

[wilberforce15]

Amazon reinvests their profits to save on taxes and increase their market share.

And last quarter's loss was entirely based on the loss in Rivian ownership.

 

[Overpaid Union Thug]

Pantry sucks.

Anything under 10-20 bucks is overpriced.
Over that, they're a basic retailer, with average prices (including electronics, shoes, and clothing you mention) with fantastic returns, 5% for binge-users, and 0 thought required. That's worth something.

That zero thought is “worth” a rather large negative number for those of you that continue to shovel hard earned money at that tech/retail tyrant.

 

[wilberforce15]

That zero thought is “worth” a rather large negative number for those of you that continue to shovel hard earned money at that tech/retail tyrant.

As if going to a physical walmart retailer, or ACE hardware, or Target, or anything else, is less tyrannical or less of a 'large negative number.'

Get real.

 

[nWo]

And they own those Ring video doorbells. So they are probably spying on us.

 

[BrownFlush]

Growth and market penetration or information assets are what is relevant.

Growth then penetration always worked for me.

 

[BrownFlush]

I am so amused by UPSers who think UPS is the big dog.

I'm still laughing at the money the Big Brown Dog made me.

 

[wilberforce15]

I'm still laughing at the money the Big Brown Dog made me.

You could've bought amazon stock, and never delivered a package.

 

[BrownFlush]

I let the poors bring stuff to me.

That's how Planet of the Apes got started, you know.

 

[wilberforce15]

UPS stock has basically gone 3x in 20 years, plus dividends.
Amazon has basically gone 50x to 100x, depending on where exactly you start, in roughly 20 years.