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How to Invest When You Like the Business But Not Necessarily the Management Team

This Week in Intelligent Investing

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Is There a Reflexivity in Stock-Based Comp?

Amazon was never overly reliant on paying hordes of people crazy amounts of stock-based comp and expecting everything to just go one direction, which is up. I think there's something to be said about good stock performance over a very long time with lower volatility. And so what? It doesn't matter. There's probably nothing they could have done to avoid those ups and downs.

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