How The Intrinsic Value Podcast’s view on $AMZN changed

What It means for us who We own companies like Alphabet and Amazon in Our investment portfolio?

I have I just spoke, I think We had a discussion years in the community before Two days, where he wondered People are asking whether it is from It is necessary to grant companies such Amazon and Google Microsoft multipliers It's different now that These companies became Deeper in debt Ever, but Basically, isn't that right?

Um, so obviously when you talk about companies like Meta, by now it would be one of them, but before that it was primarily Amazon, it was Oracle, you know, a company that I didn't necessarily think about it.

Um, and then you have Google and of course you also have Microsoft.

then Amazon is partnered with Enthropic