It does, thanks. So what would be a simple way to find out if Amazon, Tesla etc are getting capital. Would it be digging through their quarterly prospectus?
The total number of Amazon shares has been slightly increasing over the last 3 years [2]. I wonder why that is? If Amazon management believes their stock price is overvalued, it could make sense to issue new shares to take advantage of that.
[1] http://financials.morningstar.com/balance-sheet/bs.html?t=AM...
Maybe stock-based compensation? (I've not checked)
Amazon has, and will continue, upward because they are capable of breaking into new markets at scale. Unlike Netflix which is quickly approaching market saturation, Amazon has virtually unbounded potential to invade untouched markets as they are currently doing with postal and produce. The result is that we can't see where Amazon's revenue will finally plateau. What we do know is that AWS profits make them extremely resilliant to taking losses in these other markets but at the same time highly vulnerable to competition from other providers like Google.
Fyi google has the better product, but it's better because it puts the kind of people who decide which to use out of work. So industry hasn't flipped yet. When they do expect Amazon to take a big hit.