A few people have commented that "we don't know where the...

A few people have commented that "we don't know where the revenue is coming from" and speculating that a large portion could be from their recent acquisitions, which I understand is likely.

But I don't really get the concern. Apart from a sentimental "I KNEW that their last mile product was cr@p!!!" viewpoint, I don't understand why it matters where they eventually earn their revenue from? Assuming that these revenue streams are sustainable and will grow - a dollar is a dollar.

If the acquisitions end up generating a large proportion of future revenue - great. I guess that's just a good investment and the company/shareholders should be rewarded accordingly.

Would appreciate if anyone can explain the concern as I am aware I may be missing something here with my take on the situation.

I don't think any early investors of Amazon are upset it's not longer just a book store, or Netflix investors feeling cheated that they are no longer mailing out DVDs...