Jeff Bezos Says Amazon Stock Is 'Not the Company'

The transcript discusses the evolution of a company from selling books to diversifying into music, videos, electronics, and toys. It highlights the challenges faced during the Internet bubble, where stock prices plummeted despite internal business metrics improving. The narrative emphasizes the distinction between stock performance and company health, focusing on long-term strategies for profitability and growth, even when external perceptions were negative.

What did the speaker mean by saying 'the stock is not the company and the company is not the stock'?

What internal metrics did the speaker monitor while the stock price was falling?