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A Very Tom Lee Christmas | What Are Your Thoughts?

The Compound and Friends

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Is Amazon Going to Be Disrupted?

Amazon is emblematic of probably 100 stocks that are large index weights and have arguably priced in a lot of negative news. Amazon can do a lot to improve its value if that's the case because they're becoming more important to customers. And believe it or not, they benefit from inflation to the extent that they're a balance sheet story.

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