
Ep 392. Unlocking Investment Wisdom: Reading for Success, Evaluating Companies, and Essential Financial Concepts for Capital Allocators
Focused Compounding
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The Future of Amazon
Since COVID, Amazon has deployed more capital than in all the time before. And what are they today? Today, we're at 464 billion. So it's call it double a little bit more. But I will admit that Carvana had a business model that looking at the numbers, if they're, you know, I could see how it could get to a point where it could make sense. It requires big upfront type spend versus in the back and not as attractive that way.
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