Tag Archives: GOOG

[AMZN – Amazon, GOOG – Alphabet] Trillion Dollar Baby

(5,227 words) One reason I prefer writing off-the-cuff blog posts to crafting hygienic investment memos, letters, and slide decks (as I’ve done for most of my career) is that readers more naturally think of the former as experimental content, to be revised as new information is got and existings claims┬áreanalyzed, which makes it easier to […]
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