Ackman — Amazon P/E All-Time Low 30x, Now Is the Time to Buy
Published · Updated · By Investus editorial desk (SUNRYU Partners)
Bill Ackman (Pershing Square) disclosed building a large Amazon (AMZN) position, saying the P/E of 30x is the all-time low, arguing AWS value alone exceeds the current stock price.
Ackman AMZN Investment Thesis
• Current P/E: 30x (all-time low)
• Historical P/E average: 60–90x
• Position size: $2B+ (estimated)
AWS Standalone Value Analysis
• AWS annual revenue: $108B · growth +28%
• AWS separate IPO at 40x P/E → $280B value
• Current AMZN market cap: $2.3T
• = Buying e-commerce + ads (+$1.5T) for $2T
Growth Outlook
• AI cloud demand → AWS growth acceleration
• Advertising: $55B → $80B (2027E)
• FCF yield 7%+ → aggressive share buybacks
Investment Implications
✓ Warren Buffett also holds it, now Ackman too → value investment attraction confirmed
Sources & further reading
Related Guides
Related articles
Daily Summary 2026-10-29 — MSFT·GOOGL Earnings · TSLA Cybercab 573 · AWS 3x · FOMC Restructure
MSFT Q3 EPS $4.89 (+4% beat), Revenue $92.2B (+2% beat), +6.11%. GOOGL Q3 revenue inline but -9%: margin 31.8%, 2nd straight negative FCF, capex doubled. TSLA Cybercab 573 (+222 last week), 7x cheaper than Waymo. AWS 2028E $373.6B (Morgan Stanley, ~3x 2025). Anthropic cash $131.7B = #3 non-bank US company. Gemini 4 Carbon 96% long-context. Fed Warsh: -1 voter 2027, meetings 8→6 in 2028.
Anthropic's $120.5B SpaceX Compute Deal: What the 90-Day Exit Clause Means After the 'Mid-2027' Report
Anthropic's S-1/A caps SpaceX compute at $120.5B with a 90-day exit after early 2027. What the 'mid-2027' report adds and what remains unconfirmed.
35,578 Open Grok Build Apps: What Claroc Measured and What SpaceXSI Disputes
SpaceXSI's Grok Build: Claroc says 35,578 published apps opened with no sign-in. What was measured, what SpaceXSI disputes, and open questions.
Disclaimer
This article is editorial research for informational purposes only. It is not investment advice, a recommendation, or a solicitation to buy or sell any security, and does not guarantee any return. Markets carry risk of loss. Verify figures against the primary sources before making decisions.