3min chapter

The Compound and Friends cover image

A Very Tom Lee Christmas | What Are Your Thoughts?

The Compound and Friends

CHAPTER

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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