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Do You Think There Are Qualitative Ways of Finding Visionary Companies?
Do you think there really are repeatable ways of finding visionary companies ahead of time, or s just catching the lucky star? I've been interested in amazon for a long time. They court of sort of developed this ethos with this focus on cash, that's been really important. You look at amazon on almost every traditional measure,. multiples of earnings and ebita and so forth, and it really leaves you swooning a little bit. On gross profitability on quality, they look really good.