MI196: Value Investing in the Digital Age w/ Adam Seessel
The Intrinsic Value Podcast - The Investor’s Podcast Network
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How to Triangulate With the Stars in the Stock Market
With amazon, i just took every segment one by one, you know, cloud commerce, advertising, subscriptions. What are the comparable companies trading for? You know, walmart's margin is six amazons reported is two. So you have to kind of triangulae, qualify play. And if you're kind of in the ball park without having to push it too far, then you're probably right.
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