Amazon, every mention

14 scenes (2023), the whole family · ← back to Amazon

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every year 2023 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

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Ted Seides – Unlocking Investment Wisdom (EP.352) Nov 23, 2023 · 1 mention

  • ▶ 14:43 Ted Seides Amazon went from 40 to 260 the summer I worked for them, and they were short.

Rick Heitzmann – New York Venture Investing at FirstMark Capital (EP.350) Nov 13, 2023 · 2 mentions

  • ▶ 9:51 Rick Heitzman So from the time I thought about applying to business school, I guess in 96, when I started to do things like buy things on Amazon or access sports scores using Prodigy or play rotisserie baseball or football without having to mail in the…
  • ▶ 19:16 Rick Heitzman So we looked at basically just the application layer of the internet, either enterprise software or consumer applications, very capital efficient, especially as you're getting into the era of AWS and shared infrastructure.

Isaac Corre – Event-Driven Investing at Governors Lane (EP.344) Oct 16, 2023 · 1 mention

  • ▶ 23:37 Isaac Corre Attention that it needs while Amazon and Google are all about the internet of things and they're coming up with these really cool products.

Michael Carmen – Late-Stage Private Investing at Wellington (EP.332) Aug 10, 2023 · 2 mentions

  • ▶ 11:21 Michael Carmen I think the most interesting example of this is you take amazon.com. 2 times in the scene

Jim Falbe – Modern Value Investing at Saguaro (Capital Allocators, EP.320) Jun 8, 2023 · 8 mentions

  • ▶ 36:43 Jim Falbe The perfect example is Amazon. 5 times in the scene
  • ▶ 48:12 Jim Falbe So even if we're looking at something like Amazon, no machine is going to find another Amazon out there because it doesn't exist. 2 times in the scene
  • ▶ 52:47 Jim Falbe Amazon and Google and MasterCard and Visa all happened to be discounted when we launched, and so we actually weren't excited about that because, oh, well, our portfolio is not that differentiated.

Ashby Monk – Investor Identity, Navigation, and Resilience (Capital Allocators, EP.312) May 1, 2023 · 1 mention

  • ▶ 23:07 Ashby Monk There's Lyft, Uber, there's Amazon, there's DoorDash, there's all this stuff that exists as a function of GPS.

Colin Campbell – The Case for Environmental Markets (Climate Solutions EP.3, Capital Allocators EP.302) Mar 20, 2023 · 1 mention

  • ▶ 45:15 Colin Campbell Well, this offset was because you helped regrow a forest in the Amazon, and another one might be, well, you helped provided cook stoves to low-income families in Kenya, and another one is because you helped grow some mangrove forests on…

Anthony Scaramucci – Another Winter and Another Rebirth (Capital Allocators, EP.292) Jan 16, 2023 · 8 mentions

  • ▶ 19:11 Anthony Scaramucci I'm sitting in front of my fat box computer with my wired connected mouse, and underneath my desk is this modem that's gonna dial up the internet, and it's gonna whirr and burr and catch a dial tone, and then 35 to 40 seconds later, my…
  • ▶ 35:53 Anthony Scaramucci And that was obviously a really stupid decision because the ensuing 22 years, the sector of technology, which includes Facebook and Amazon and Apple Computer and Google, that sector is arguably one of the best investments in US economic…
  • ▶ 41:16 Anthony Scaramucci Amazon dropped 50% last year.
  • ▶ 42:31 Anthony Scaramucci I listened to his 20th anniversary interview of Amazon, and I'll just take you back. 5 times in the scene
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