EP 327. Snap Judgements: Our First 5 Minutes on 10 Stocks - CTO, DFIN, AMZN, DG, COST, GLXY, RILY, AMC, ENR, ARKR
Focused Compounding
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I'm Neb Judgment. I'll Be Aware, I've Got It.
Amazon is trading about 17 times gross profit, something like that. Revenue's gone from forty eight billion in two thousand 11 to 386billion in two thousand 20. I don't know how much of it is a w s and all that, am, and what the economics of that business are. Can't evaluate. Certainly, from a like retail perspective, i'm less positive on it now than a few years ago or whatever.
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