Amazon, every mention
26 scenes (2020), the whole family · ← back to Amazon
tap a year for its mentions
every year 2020 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 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.
Chamath Palihapitiya – The Social Capital Flywheel (Capital Allocators, EP.167)
- ▶ 11:24 Chamath Palihapitiya Now that has changed where there are so many entrepreneurs and it's so much easier now to be an entrepreneur because of the abstractions of iOS and Android and AWS and the ad buying you can do at scale on Facebook and Google.
- ▶ 50:04 Chamath Palihapitiya And I know this is going to sound crazy, but like, you know, when we underwrote Tesla, we thought that when we underwrote Amazon, we thought that some of our best public market investments were those companies.
- ▶ 58:33 Chamath Palihapitiya Amazon AWS, Apple's iOS, and Google's Android.
Joel Greenblatt – Common Sense for Value at Gotham Capital (Capital Allocators, EP.165)
- ▶ 1:00:21 Joel Greenblatt Just Microsoft, Google, Amazon have to state
Shane Parrish – Learning to Learn at Farnam Street (Capital Allocators, EP.164)
- ▶ 38:42 Shane Parrish And I think there's this big thing about Amazon and how they do these six-page memos, and I think that's super effective, because now you're creating a narrative, it has to be cohesive, it has to make sense, it has to have some flow to it,… 4 times in the scene
Mike Trigg – Defying the Fade at WCM (Capital Allocators, EP.162)
- ▶ 20:15 Mike Trigg And if you look back in time, I mean, we were buying Dell instead of Apple, eBay instead of Amazon, Yahoo instead of Google.
Marko Papic – Geopolitical Alpha at Clocktower Group (Capital Allocators, EP.161)
- ▶ 28:19 Marko Papic And so the analogy of the Cold War means that we're gonna bifurcate global capitalism, and there's gonna be Alibaba and Amazon, like camps, like NATO and Warsaw Pact.
Morgan Housel – The Psychology of Money (Capital Allocators, EP.155)
- ▶ 38:43 unnamed speaker Their heads around that because if you go on Amazon, there are 2000 books devoted to how has Buffett done what he's done?
- ▶ 46:05 Morgan Housel If you look at like Amazon, Amazon has toyed with so many different product lines over the years, whether it was the fire phone, they've tried all these different things. 7 times in the scene
- ▶ 46:13 Morgan Housel Whereas only two products that it's made over time move the needle, which is AWS and prime.
- ▶ 46:13 Morgan Housel Whereas only two products that it's made over time move the needle, which is AWS and prime.
Matthew Granade – Inside Data Science at Point72 (First Meeting, EP.22)
- ▶ 41:22 Matthew Granade And so I think you could do a similar analysis of Amazon and Tencent and Spotify and some of these other companies.
Taimur Hyat – After the Great Lockdown (Capital Allocators, EP.149)
- ▶ 30:19 Taimur Hyat It could be retail like Amazon.
- ▶ 37:02 Taimur Hyat Those models will be much more challenged than ones that rely on technology, and that includes companies that are part of the cloud computing infrastructure, not just the big AWS, but also people who provide cloud security, cloud…
Adam Fisher – Blending Global Macro and Real Estate at Commonwealth Asset Management (First Meeting, EP.21)
- ▶ 49:31 Adam Fisher Now you could say, oh, Microsoft or Amazon or whatever, but by the way, it's actually deceiving.
Sustainable Investing 8: Lauren Taylor Wolfe – Activist Perspective (Capital Allocators, EP.146)
- ▶ 6:52 Lauren Taylor Wolfe Really, McKenzie folks meet Accenture folks, and their clients were Amazon and Zebra and others, and my clients turned out to be the big investment banks, so I went to go work with, my clients were Goldman Sachs and Morgan Stanley and the…
Laurence Siegel – Current Myths and Long-Term Optimism (Capital Allocators, EP.137)
- ▶ 21:03 Larry Siegel Facebook, Apple, Netflix, Microsoft, Amazon, and Google.
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…
- ▶ 44:59 Ben Inker How do you compare that to the discount rate just fell by 50 basis points, and that is driven by an underlying change in the dynamism of the economy such that I think that that 15% ROIC I used to believe for Amazon is now 14 and a half… 3 times in the scene
- ▶ 49:50 Ben Inker So even though we have Google, even though we have Amazon, the fundamental undergrowth of value companies 2 times in the scene
James Aitken – Systemic Risk in a Crisis (Capital Allocators, EP.126)
- ▶ 15:38 James Aitken Now, the second point is as the world either is forced to lock itself down or voluntarily self isolates, we are building the risk of a simultaneous demand shock because as we all stay at home, other than endless binge watching of Netflix…
Greg Fleming – Building and Running Rockefeller Capital Management (Capital Allocators, EP.125)
- ▶ 36:00 Greg Fleming So Amazon's a good example. 4 times in the scene
James Aitken – Tour Around the World from a Small Island (Capital Allocators, EP.122)
- ▶ 12:55 James Aitken It's like, is Amazon paying their workers enough in their giant warehouses? 2 times in the scene
Gregory Zuckerman – Decoding Renaissance Medallion (Capital Allocators, EP.119)
- ▶ 40:19 Gregory Zuckerman So, you know, people read the book and they're like, Craig, I didn't get this, you know, on Amazon, you get sort of like individual traders and Craig, I didn't read the algorithm that'll tell me how to make a lot of money.
- ▶ 45:37 Gregory Zuckerman So another reaction on Amazon, not that I obsess over it, not at all.