I just do not get the valuations. I feel like Amazon is the generational mega trend and the rest of the sector is probably a short, but I’m happy just not being exposed there.
I just do not get the valuations. I feel like Amazon is the generational mega trend and the rest of the sector is probably a short, but I’m happy just not being exposed there.
I just do not get the valuations. I feel like Amazon is the generational mega trend and the rest of the sector is probably a short, but I’m happy just not being exposed there.