Amazon, every mention
23 scenes (said by Ted Seides), the whole family · ← back to Amazon
tap a year for its mentions
every year anyone Ted Seides 39Brett Barakett 19Ali Hamed 15Alex Sacerdote 14Jeremy Grantham 10Chas Cocke 10Barry Sternlicht 10Morgan Housel 9Josh Wolfe 9Billy Libby 9
Verbatim, from the transcripts: the passages where Amazon comes up
Ted on Alt Goes Mainstream (EP.458)
- ▶ 55:42 Ted Seides There are certain models back then, it wouldn't have been that hard to say, yeah, you could disrupt the retail supply chain, and nobody knew what Amazon was going to become.
Mike Maples Jr. - Identifying Startup Pattern Breakers (EP.406)
- ▶ 5:53 Ted Seides All you need to do is share a post about private equity deals on social media and write a review on Amazon.
Jennifer Prosek – Nailing the Narrative (EP.396)
- ▶ 6:06 Ted Seides For the next week, Barnes and Noble is offering 25% off if you use the code pre-order 25, and Amazon Prime Day is right around the corner.
- ▶ 6:31 Ted Seides So hop on Amazon or Barnes & Noble's website and grab your copy of Private Equity Deals today, or wait two months until you can read it and do it then. 2 times in the scene
- ▶ 6:40 Ted Seides But you won't get the 25% off on Barnes & Noble or discount from Amazon Prime.
Ted Seides – Unlocking Investment Wisdom (EP.352)
- ▶ 14:43 Ted Seides Amazon went from 40 to 260 the summer I worked for them, and they were short.
Ben Forman – Opportunities in DeFi (EP.256, Crypto for Institutions 2, EP.03)
- ▶ 31:45 Ted Seides You touched on this idea of kind of security tokens with gold and Amazon stock.
Ali Hamed – Novel Venture Investing at CoVenture, Venture is Eating the Investment World 5 (Capital Allocators, EP.233)
- ▶ 36:49 Ted Seides Okay, this other category, which is one we probably talked the most about last time, this whole area of novel assets, and you mentioned network decay, and you've talked about Amazon and Instagram as if they were the platform. 6 times in the scene
David Rosenthal and Ben Gilbert – Acquiring an Industry. Venture is Eating the Investment World 1 (Capital Allocators, EP.229)
- ▶ 38:30 Ted Seides What's been the place in this ecosystem for all of these technologists that have done incredibly well because they were early at Google or Facebook or Amazon and they have capital and they want to be involved.
Ted with Patrick O'Shaughnessy – Lessons from the World's Elite Money Managers (Capital Allocators, EP.184)
- ▶ 4:36 Ted Seides Pick up a copy at Amazon, and if you like what you read, there's more behind the podcast and the book.
Ted Seides - Capital Allocators Year in Review (Capital Allocators, EP.170)
- ▶ 15:11 Ted Seides Pre-sales of the book and audiobook are now available on Amazon, and the book will release on March 23rd.
Ben Inker – Value Investing at GMO (First Meeting, EP.17)
- ▶ 34:55 Ted Seides To what extent, when you have this growth, and we think of the tech giants, when you think of Google and advertising and obviously Amazon and commerce, even if growth slows down, whether it's a few years out or 15 or 20 years out, you end…
Michael Novogratz – Galaxy Digital (First Meeting, EP.06)
- ▶ 35:08 Ted Seides And so you think about Amazon web services and Google cloud or whatever it is.
Thomas Russo – All About Google (Capital Allocators, EP.90)
- ▶ 4:34 Ted Seides Competition from Amazon, Google X's long-term moonshots, and related stories in Tom's portfolio companies, Philip Morris and Nestle.
- ▶ 21:09 Ted Seides How do you think about the competition from perhaps the only legitimate search competition, which is Amazon? 10 times in the scene
Thomas Russo – All About Berkshire Hathaway (Capital Allocators, EP.89)
- ▶ 25:48 Ted Seides And does this ultimately tie in with what they've hired Atul Gawande to do across JP Morgan and Amazon? 2 times in the scene
Annie Duke – Thinking More in Bets (Capital Allocators, EP.76)
- ▶ 6:25 Ted Seides If what we're saying bores you, as we all have done, I've been sitting there too, and you take out your iPhone during this, go to your Amazon app, click it, it's fine, we don't mind, just click Thinking of Bets, buy a copy.
Sarah Williamson – Focusing Capital on the Long-Term (Capital Allocators, EP.67)
- ▶ 33:56 Ted Seides But you know that BlackRock's S&P, 500 index fund is going to own Amazon 25 years from now, with near certainty.
John Pfeffer - Crypto for Institutions (Capital Allocators, EP.54)
- ▶ 42:19 Ted Seides Amazon in 2000.
Paul Black - Gratitude, Fun, and Growth Stocks (Capital Allocators, EP.51)
- ▶ 43:46 Ted Seides So the notion is supposed to be that value stocks work because they're boring and nobody pays attention to them, and growth stocks, you do get the Google or the Amazon every now and then, but on average, that the growth stocks underperform…
It's Not About the Money (Capital Allocators, EP.45)
- ▶ 53:12 Ted Seides You know, Facebook and Amazon or Google are big businesses now, and if they want to hire a programmer, they're not paying a programmer.
Paul Johnson and Paul Sonkin – The Perfect Investment (Capital Allocators, EP.32)
- ▶ 17:33 Ted Seides Because almost by definition, the way we're talking about Amazon is, is segmented portfolio managers, some of whom have similar views about pricing over a thousand.
Jennifer Heller – Thinking it Through (Capital Allocators, EP.07)
- ▶ 35:45 Ted Seides It's been very hard for anyone to know that you should have owned Google and Facebook and Amazon, and if you didn't, you're probably going to underperform the S&P.