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Modest Proposal – Value is Dead, Long Live Value - [Invest Like the Best, EP.95]
Invest Like the Best with Patrick O'Shaughnessy
Is the Market Already Figured That Out?
I look at net flakes and i say to me, there's only one question i think, for netflicx, beyond it's clear it's pricing a 250 million plus is, what is the sealing on content spend? And in amazon, you still have the nonlinearity of a w s. It might still be early days there. I do wonder if ocas shipping, does avis the automatic vehicle somehow bring to day, one day, same day shipping capabilities to everyone? Neutering that amazon's not the pest already so there are folks selling them cheaper than them will never work. Does someone figure out how to aggregate as much supply as walmart can sell
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