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AMZN Valuation Poll

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I find that it is extremely difficult to value platform cos which have reached huge scale and are still growing their networks very rapidly. I also think they are among the highest quality cos today, and are led by some of the smartest businessmen. Therefore, I hold a basket of them that I have put together at much lower prices. They have outperformed for many years, and it is very likely that they will slow down, at least in the short term.





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