Amazon, every mention
27 scenes (2024), the whole family · ← back to Amazon
tap a year for its mentions
every year 2024 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 Heller - Ten Years of Weird Alternatives (EP.420)
- ▶ 38:27 Chris Heller So, how do we think about owning powered land, and the hyperscalers, the Googles, the AWSs of the world, need to build many more data centers, and they need pad-ready land to build data centers very quickly, and that land is a very small
David Salem - Investment Wisdom from the Owner's Box (EP.409)
- ▶ 29:14 David Salem And I learned years later that Amazon was doing this, and it was helpful verification of something I arrived at independently, with far less perfectly than Jeff Bezos and his team ever did, but the famous Amazon six-page memo. 3 times in the scene
- ▶ 58:43 David Salem The arc of commerce, in my words, is long and eventually bends towards transparency, ease of use, and particularly in money management, but elsewhere like Amazon, shared economies of scale.
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.
David Breazzano - High Yields and Low Risk at Polen Capital (EP.405)
- ▶ 13:15 Dave Brizano What Amazon has done to traditional brick and mortar retailers, and then that translates into
Jase Auby - Risk, Size, and Talent at Texas Teachers (EP.404)
Rob Small and Anil Seetharam - Public Equity Adjacent to Private Equity at Stockbridge (EP.397)
- ▶ 49:00 Anil Seetharam Amazon and Microsoft are the ones we've been comfortable enough to get conviction and invest in. 8 times in the scene
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.
Brett Barakett - Digging for the Puck at Tremblant Capital (EP.386)
- ▶ 31:58 Brett Barakett I love when people say like, oh, back in the day, Amazon trades at 150 times earnings, and they don't generate any cash. 4 times in the scene
- ▶ 46:43 Brett Barakett So a good example of this was back in the day, there was a perspective that Amazon was a good short because they didn't generate any cash. 14 times in the scene
- ▶ 1:15:35 Brett Barakett There was a great article written years ago about Amazon that if you had bought in day one, you would have made a ton of money, but you would have lost your mind in the process.
Cliff Asness - Simple Investing is Hard (EP.385)
- ▶ 1:09:32 Cliff Asness It may be on Amazon, it may be on Apple, it may be on TBS, it may be on Yes, or it may be on a network.
Chris Dixon - Empty Rooms: Web3 After the Fall (EP.380)
- ▶ 9:49 Chris Dixon People like Zuckerberg and Larry Page and Jeff Bezos in a world of protocol networks, you get a little plot of land like amazon.com. 2 times in the scene
Blythe Masters - Fintech Innovation at Motive Partners (EP.376)
- ▶ 41:47 Blythe Masters Cloud computing with the advent of Amazon.
Michael Milken – Innovations in Finance, Medicine, and Education (EP.371)
- ▶ 1:02:41 Michael Milken Amazon and companies like Amazon now allow us to deliver goods to places that were food wastelands in the country and places you didn't have access to product and services. 2 times in the scene
Michael Mauboussin - Pattern Recognition and Public Markets (EP.370)
- ▶ 36:44 Michael Mauboussin For example, you think about the leaderboard, the top 20 greatest wealth creators of all times, and it would include some suspects you would guess, which would be Apple and Microsoft and Amazon and Alphabet and so forth, but it also…
Magnus Grimeland – Day Zero Investing at Antler (EP.369)
- ▶ 44:47 Magnus Grimeland So we negotiated free credits with Microsoft, the store, AWS,
Sanjay Ayer – Think Different and Get Better at WCM (EP.366)
- ▶ 45:35 Sanjay Ayer Whereas we own a company called Mercado Libre, which you probably know is like the Amazon slash PayPal in Latin America.
- ▶ 49:11 Sanjay Ayer With Netflix and moving into streaming, Jeff Bezos with Prime.
Chad Summe and Mike Veith – Corridor of Commerce at eGateway Capital (EP.364)
- ▶ 21:43 Chad Summe With the Amazon mega hub for all their air operations, putting their home there over four years ago, and then us being the North American hub for DHL, their second largest operation in the world.
George Michelakis – Chess Master's Approach to Long-Short Equity at Gladstone (EP.362)
- ▶ 35:49 George Mikulakis But if I just say something contrary to that, has Amazon proven that it has a good business model yet on the consumer side? 3 times in the scene
Brian Christiansen – High-Conviction Growth Investing at Sands Capital (EP.361)
- ▶ 22:34 Brian Christensen When we first invested in Amazon decades ago, there was no AWS.
- ▶ 22:34 Brian Christensen When we first invested in Amazon decades ago, there was no AWS.
- ▶ 49:18 Brian Christensen So for example, Amazon's an unprofitable business that we invested in very early on, and one of the reasons for that is because despite it being unprofitable, it actually had a phenomenal working capital cycle. 2 times in the scene
- ▶ 51:05 Brian Christensen If you go throughout history, Amazon with Jeff Bezos is a great example, or Walgreens, that was entrepreneurial and family run, or Walmart is also a fantastic example of that, or many of the tech platforms, for example, Google.