2min chapter

We Study Billionaires - The Investor’s Podcast Network cover image

RWH007: Investing Legend Bill Miller On Amazon, Bitcoin, & Buffett

We Study Billionaires - The Investor’s Podcast Network

CHAPTER

The Amazon Is a Disaster, Right?

i was on a panel with bruce greenwell, when he came out withas the second edition of his book on value o investing. i explained exactly what peter lynch had taught me about fanny may. And i went through with the amazon and i said, i don't see the difference there. Walmart as got is warehouses around the world, and they got the long supply chains,. And amazon sells direct to the concern. But you saw that it had a cost advantage that sooner or later, would be borne out, right? Is that flatosy? Yes.

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