AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Amazon E-Commerce and the Growth of Amazon Prime and Third Party Seller Services
Amazon was a big beneficiary of the COVID pandemic as a trend to e-commerce and online shopping really accelerated. Amazon Prime costs $15 a month or $139 on an annual basis in the US. Just from 2019 through 2021, the number of Prime members increased from $150 million to $200 million. If you have a simple return, you can file for free with expert help with TurboTax Live Assisted Basic.
On today’s episode, Clay breaks down four wide moat stocks to be considered for 2023. If you’ve been following along with the show for quite some time, you know that Warren Buffett loves companies with wide moats. These are the companies that are most equipped to handle the constant disruption occurring in the capitalistic marketplace.
However, even some of the widest moat and highest quality companies can be a poor investment if you pay too high of a price, so I also brought that into consideration when selecting these four companies. If you enjoy learning about individual stocks and what makes a great company, you won’t want to miss this great episode.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
02:58 - What it means for a company to have a wide economic moat.
03:53 - Why a wide moat is critical to assess and succeed as an investor.
05:03 - Why technology companies offer some of the most attractive opportunities for value investors.
09:42 - Why Clay believes that Alphabet and Amazon offer good value in today’s market.
26:54 - Why Amazon is a “forever hold” for legendary investors like Nick Sleep and Bill Miller.
38:58 - What super investors have taken positions in Alphabet and Amazon.
43:20 - What makes S&P Global and Sherwin Williams both companies with very strong moats.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
NEW TO THE SHOW?
SPONSORS
Support our free podcast by supporting our sponsors:
HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Listen to all your favourite podcasts with AI-powered features
Listen to the best highlights from the podcasts you love and dive into the full episode
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
Listen to all your favourite podcasts with AI-powered features
Listen to the best highlights from the podcasts you love and dive into the full episode