Amazon, every mention
10 scenes (2017), the whole family · ← back to Amazon
tap a year for its mentions
every year 2017 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
Chris Acito – Credit Where Credit is Due (Capital Allocators, EP.33)
- ▶ 55:30 Chris Acito Maybe, maybe the next distress cycle is called the Amazon distress cycle. 3 times in the scene
Paul Johnson and Paul Sonkin – The Perfect Investment (Capital Allocators, EP.32)
- ▶ 16:06 Paul Sonkin Kind of been toying around with is, is, is like, imagine if you asked a thousand portfolio managers what Amazon was worth. 2 times in the scene
- ▶ 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.
Scott Malpass – The Fighting Irish's Twelfth Man (Capital Allocators, EP.25)
- ▶ 1:06:28 Scott Malpass We do pick three or four key topics and have our younger staff do a presentation on, okay, what's the effect of Amazon on retail?
Chris Douvos – Venture Capital's Super LP (Capital Allocators, EP.14)
- ▶ 38:42 Chris Douvos You know, if you had a credit card in an Amazon Web Services account, you could start a company, right?
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.
Josh Brown – When Witchcraft Failed (Capital Allocators, EP.06)
- ▶ 38:21 Josh Brown You think Amazon's a tech stock?
- ▶ 48:16 Josh Brown Why aren't I a hundred percent Amazon?
Tom Lenehan – Perpetual Thinking at Rockefeller University (Capital Allocators, EP.04)
- ▶ 18:10 Tom Lenehan When I graduated from business school, there was a classmate who went to a firm that nobody ever heard of, thought there was no chance that they would ever exist, you know, five years from now, let alone 20 years from now, called Amazon. 3 times in the scene
Steven Galbraith – Five Tool Player (Capital Allocators, EP.01)
- ▶ 45:17 Steve Galbraith You know, just throw in the towel, own Facebook, Amazon, Netflix, and Google, and call it a day, you know.