Amazon, every mention
23 scenes (2018), the whole family · ← back to Amazon
tap a year for its mentions
every year 2018 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
Tim McCusker – Consistency and Creativity as CIO at NEPC (Capital Allocators, EP. 80)
- ▶ 53:36 Tim McCusker Two of the biggest companies in the world, Google and Amazon, didn't exist.
Brent Beshore - Micro Buyout Adventur.es (Capital Allocators, EP.79)
- ▶ 44:49 Brent Beshore Well, as the business model has evolved over time, Amazon's had an impact on them.
Mark Baumgartner – Luck, Risk and Uncertainty at the Institute for Advanced Study (Capital Allocators, EP.77)
- ▶ 10:28 Mark Baumgartner It was Amazon had not even entered the business yet.
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.
Andrew Tsai – Catching a Theme on the Chalkstream (EP.73)
- ▶ 22:25 Andrew Tsai And so it was basically Amazon one hour. 3 times in the scene
Michael Batnick - The Best Investors and Their Biggest Mistakes (Capital Allocators, EP.71)
- ▶ 31:21 Michael Batnick I just think that like people that are, oh, if I, I should have bought Amazon, I knew it.
Sarah Williamson – Focusing Capital on the Long-Term (Capital Allocators, EP.67)
- ▶ 29:52 Sarah Williamson Amazon's board, Amazon is often quoted as a very long-term company, actually explicitly has in their corporate governance documents that their, uh, their responsibility is to what they call the long-term share owner, and so they don't get…
- ▶ 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.
Josh Wolfe – Seeing the Lux (Capital Allocators, EP.65)
- ▶ 29:32 Josh Wolfe We already have Alexa, et cetera, and Google now, uh, as voice assistants.
- ▶ 33:00 Josh Wolfe Amazon and Google and a whole slew of other venture funds that participated, and I joined the board.
- ▶ 51:24 Josh Wolfe They also want to make these investments in part for the competitive threat, and they see the pace in which, whether it's Amazon buying up businesses and competing,
- ▶ 55:02 Josh Wolfe Cornell Tech is really run by this guy, Dan Huttenlocker, who's also on the Amazon board, very smart computer scientist, and it's great that Cornell is here in New York City, and I think there's going to be a lot of big competitive thrusts…
Manny Friedman – Non-Linear Financial Systems (Capital Allocators, EP.61)
- ▶ 37:29 Manny Friedman So the movie industry today is changing because Netflix, Amazon are changing the entire model. 2 times in the scene
James Aitken – Macro Strategist Extraordinaire (Capital Allocators, EP.58)
- ▶ 1:21:28 James Aitken My wife often asks why I've not been invited to join the board of Amazon.
Tom Lydon – ETF Trends (Capital Allocators, EP.56)
John Pfeffer - Crypto for Institutions (Capital Allocators, EP.54)
- ▶ 38:51 John Pfeffer The electric company or the, or the grocery store or Amazon or whatever.
- ▶ 42:19 Ted Seides Amazon in 2000.
Paul Black - Gratitude, Fun, and Growth Stocks (Capital Allocators, EP.51)
- ▶ 19:07 Paul Black Obviously in Amazon.
- ▶ 40:12 Paul Black Yahoo instead of Google, eBay instead of Amazon, and Dell instead of Apple.
- ▶ 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…
Michael Cembalest – Eye on the Market (Capital Allocators, EP.49)
- ▶ 56:51 Michael Cembalest And that symbol tells you, if you're at home, you can say, Alexa, have my symbolist explain this chart to me on page two. 2 times in the scene
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.
Michael Mauboussin – Active Challenges, Rational Decisions and Team Dynamics (Capital Allocators, EP.36)
- ▶ 31:20 Michael Mauboussin In March of this year, the economist ran a cover story on amazon.com and Amazon's awesome, right? 5 times in the scene