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My Portfolio (2023)

The Joseph Carlson Show

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The Future of Amazon

The company's undervalued. It was trading for around $80 in 2018, it went up to $180 in 2021 and 2020. I haven't given up on Amazon because I think the company's much stronger today than it was five years ago. The main drivers of intrinsic value are the retail business, the Amazon Prime subscription, the advertising business and AWS.

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