3 predictions · 0–0 · — accuracy
“And I say this will be the best performing stock, and this is why. Last year, I picked Alphabet. It's up 60% in the last year. Well year done. Thank you. Pat myself on the back. This year, my pick is probably gonna be Amazon, and that is it hasn't... It actually hasn't performed very well the last couple years.”
Markets · Checkable · by Oct 28, 2026 (inferred)
Only if: Amazon's enterprise value to EBITDA multiple does not change
“Amazon expects to save about, I think, about $13,000,000,000 from 2025 to 2027 as a result of automation. And assuming no change in Amazon's enterprise value to EBITDA multiple, as you can tell me, do a lot of work on this, that translates to roughly $200,000,000,000 extra in enterprise value.”
Markets · Conditional · Judgment call · by Dec 31, 2027
“So whereas ads in AWS have added all the margin, I actually think retail is about to be where they expand their margins.”
Markets · Judgment call · by Oct 28, 2026 (inferred)
