
EP 335. Investing in Alibaba, Geoff’s Hot Take On AMZN, Tech Stocks, Groupthink, & Much More
Focused Compounding
 00:00 
Is Amazon Going to Be a Bookstore?
The idea of its being an everything' store itself, i think, probably did not work in the us. So amazon has no free cas wll. They've naked free casual right now. Not a problem. But you know that five years ago they had very little ppany It's all very recently, the last really three years. 20 ninetheen 20 20.
 Play episode from 22:33 
 Transcript 


