Even Buffett Should Buy Amazon Shares on 10-Year Outlook, Analyst Says

The transcript discusses the concept of terminal value in investments, particularly focusing on Amazon's potential growth over a 10-year period. It highlights the impact of low interest rates on stock performance and the importance of considering long-term growth prospects. The discussion also touches on the digital transition accelerated by COVID-19, emphasizing the potential increase in ecommerce's share of total retail sales.

What does the law of large numbers imply for companies like Amazon and Microsoft?

In what ways has COVID-19 impacted the transition to digital commerce?