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Podcast: The Intrinsic Value Podcast - The Investor’s Podcast Network
Episode: MI202: Amazon, Shopify, & Growth Investing w/ Jason Moser
Description: IN THIS EPISODE, YOU’LL LEARN:
02:13 - Jason’s assessment of Amazon since Clay and he last spoke in November 2021.
08:55 - Why Amazon’s stock performance has been lackluster the past couple of years.
14:42 - Why Jason likes Zoom’s stock.
34:12 - What Shopify’s growth runway is and what their competitive landscape looks like.
43:41 - What companies Jason has been adding to during the bear market.
49:53 - How layoffs and hiring freezes might affect the growth sector.
53:33 - How Jason approaches investing during a bear market.
And much, much more!
*Disclaimer: Slight timestamp discrepanc...