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12min chapter
Hunting The Next 10Xers In Tech with Mark Mahaney Senior MD, Evercore ISI
Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
Evaluating Stock Performance: The Amazon and Netflix Case
This chapter analyzes the stock evaluations of Amazon and Netflix, highlighting the factors affecting their market performance. It discusses Amazon's D rating, fundamental inflection points, and strategic changes impacting its AWS business, as well as Netflix's growth challenges and strategies like introducing low-priced advertising and live sports. The chapter also compares these companies' approaches to navigating the competitive streaming landscape and potential growth avenues.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode