All Eyes on Amazon and Apple Earnings, And What the Bond Markets Are Telling Investors 8/3/23
CNBC's "Fast Money"
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Amazon: The Crown Jewel of the Company
There's no other company that has the stability that Apple has and the optionality around revenue growth. And those other consumer staple companies don't even, they're not even close to that conversation. So I'm looking at this over the next three to five years and thinking about where the conversation is going to go. When you put that together, it warrants a higher multiple.
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