MI Rewind: Is FAANG the New Value? w/ John Huber
The Intrinsic Value Podcast - The Investor’s Podcast Network
Amazon's Advertising Ascendancy
This chapter examines Amazon's growing influence in the digital advertising space and its competition with Google. It highlights Amazon's unique advantages in consumer intent and conversion rates, while also discussing the implications of its market expansion on stock prices and investment strategies. Additionally, it touches on the responsibilities of companies like Amazon and Facebook in balancing profitability with social impact and stakeholder interests.
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