Te mark: What kind of metrics or ratios are you paying most attention to? If it isn't the price multiples yet it's cash, yeso. So for us, we're looking for returns on capital better than ten%. Average returns in the market overti'm aroughly ten %. Te mark: How long can we earn those excess rates of return? And then you begin to think about an amazon as, the world's largest retail directorinter distributor retail products. how long can it do this if these rates of return?"

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