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The Intrinsic Value Podcast - The Investor’s Podcast Network

MI124: Is Amazon a Value Stock? w/ Jason Moser

The Intrinsic Value Podcast - The Investor’s Podcast Network

The Investor's Podcast Network

Investing, Education, Business

4.6592 Ratings

🗓️ 14 December 2021

⏱️ 52 minutes

🧾️ Download transcript

Summary

IN THIS EPISODE, YOU’LL LEARN: 07:31 - What opportunities Jason has been focusing on in 2021. 16:10 - What Jason looks for in companies he invests in. 19:40 - The business units that produce Amazon’s revenue. 30:29 - Why Amazon has been such a successful business over the past 20+ years. 41:09 - How Jason thinks about the valuation of Amazon as an investor. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Get a FREE audiobook from Audible. Read the 9 Key Steps to Effective Personal Financial Management. Check out our Investing Starter Packs about business and finance. Learn about our Investing Starter Packs on real estate. Jason Moser’s Blog and Articles. Brad Stone’s book, Amazon Unbound. Jim Collin’s book, Good to Great. Clayton Christiansen’s book, The Innovator's Dilemma. Related Millennial Investing Episode: MI015: Start Investing In Individual Stocks w/ Jason Moser. Related We Study Billionaires Episode: TIP11: Billionaire Jeff Bezos – The Secrets To His Success w/ Preston, Stig, & Hari. Related We Study Billionaires Episode: TIP362: Amazon Unbound w/ Brad Stone. SPONSORS Support our free podcast by supporting our sponsors: Fiscal.AI Read this episode’s transcript and full show notes on our website. Connect with Jason: Website | Twitter | LinkedIn Connect with Clay: Twitter HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!  Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Transcript

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0:00.0

You're listening to TIP.

0:23.1

And so with Bezos, for example, I mean, all along the way, he just consistently was doing what he said he was going to do. There weren't really any surprises. He did what he said he was going to do. And so we knew that was what we were in for as shareholders. So when you can find management that has a track record of consistency, just doing what they say they're going to do, I think Buffett's another great example. He's always stuck to his guns and stuck to his knitting.

0:31.8

On today's episode, I sit down to chat with Jason Moser. Jason is the lead advisor at the Motley Fool, where he is focused on opportunities in the digital economy and immersive technology.

0:37.2

He also appears regularly on shows

0:39.2

including Motley Full Money, Market Foolery, and Industry Focus. During the episode, I chat with Jason

0:44.9

about his overall investment process, his biggest investment mistakes over the years, and challenges

0:49.7

young investors face in today's market. Then we transition to discuss Amazon's business and stock.

0:55.9

We discuss Amazon's largest revenue generators, why Amazon has been such a successful

1:00.6

business over the past 20 years, whether Jason believes there is much runway for the stock going

1:05.4

forward, Amazon's biggest risks, and a whole lot more.

1:09.0

I hope you enjoy this thoughtful discussion with the brilliant

1:11.8

Jason Moser. You're listening to Millennial Investing by the Investors Podcast Network, where your

1:18.4

hosts Robert Leonard and Clay Fink interview successful entrepreneurs, business leaders and investors

1:24.3

to help educate and inspire the millennial generation.

1:33.2

Hey, everyone.

1:34.4

Welcome to the millennial investing podcast.

1:36.5

As always, I'm your host, Clay Fink.

1:38.8

And on today's episode, I'm joined by Jason Moser.

1:41.7

Welcome to the show, Jason.

1:43.2

Hey, Clay, Thanks for having me.

1:45.7

So you've been on the podcast once previously on episode 15 for listeners,

1:50.8

interested in checking that episode out.

...

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