The Acquirers Podcast on $AMZN (Nov 5, 2026)
The speaker is bullish on Amazon: he has strongly added to his position, counts it among the ultra-large-scale computing companies he finds attractive, sees few companies better to own, and calls it compelling; he also rates Amazon's profitability path and AI foundations above an unnamed comparator's.
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I don't think their path to profitability and the foundations for leveraging artificial intelligence are as strong as those of companies like Amazon, Meta, and Alphabet around the world.
So, Amazon is definitely the reason why so many of these companies are struggling. Previously, you might go to the store to get one item, and then buy other things while you were there.
Now, you get it from Amazon and never need to go to the store, and therefore you don't make those additional purchases that they really depend on.
I mean, I can tell you that I have strengthened my positions strongly in most of the ultra-large-scale computing companies. Meta, Google, Amazon. I thought it was very attractive. ...
I mean, I don't think there are many companies better than Amazon for me to own in this world. So, I think these companies are really compelling.
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