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AMZN Valuation Poll


shalab
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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.

 

Cheers,

 

Gio

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