MI165: Is FAANG the New Value? w/ John Huber
The Intrinsic Value Podcast - The Investor’s Podcast Network
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Amazon: The Best Place to Advertise in the Digital Advertising Industry
I noticed that your allocation to Amazon over the past year went from 0% to your biggest position. I think it's one of those stocks that offers attractive risk reward with very low downside over time. The only reason people are really going to Amazon is to search for something that they want to buy. And so if you can get your product in front of a customer, the conversion rate is higher perhaps than you might find for the same type of product on Facebook or Google.
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