The Intrinsic Value Podcast - The Investor’s Podcast Network cover image

MI158: Investing for Outsized Performance w/ Jeremy Deal

The Intrinsic Value Podcast - The Investor’s Podcast Network

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Is Amazon Not Paying Tax Because It Has the Opportunity to ReInvest?

Oro nick sleep talked about his insight into owning amazon, which i think is profound and widely discussed to day. He also in cosco. And there's different ways to look at a business that's not just producing gap earnings. You can find businesses that have an enormous opportunity to re invest capital at incriminall higher rates return.

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