IN THIS EPISODE, YOU'LL LEARN:
00:02:34 - How Jeff Bezos came to discover the incredible opportunities on the Internet in the early 1990s.
00:09:58 - How the regret minimization framework led Bezos to starting Amazon.
00:17:08 - How Amazon lost hundreds of millions of dollars from poor investments during the tech bubble.
00:33:28 - Amazon’s five core val ... Show More
Today
TIP842: Comfort Systems USA (FIX): The Five-Bagger We Passed On w/ Kyle Grieve & Shawn O'Malley
In today's episode, Kyle Grieve and Shawn O’Malley revisit Comfort Systems USA, a business Shawn originally passed on at $320 that has since appreciated fivefold due to explosive data center spending. The company shattered original projections, with accelerating organic growth, e ... Show More
1h 19m
Aug 27
TIP841: Palantir – Palantir is Cheaper than I Thought! w/ Daniel Mahncke & Shawn O’Malley
Daniel Mahncke and Shawn O’Malley take a deep dive into Palantir (NASDAQ: PLTR), the data and AI platform behind everything from battlefield targeting systems to Airbus’s A350 production line, with customers including the U.S. Army, the NHS, Ferrari, and Airbus. Palantir is growi ... Show More
1h 14m
Aug 23
TIP840: CATL: Powering EVs, Power Grids, and AI w/ Stig Brodersen, Manish Karira & Ralph Summerford
In today’s episode, Stig Brodersen is joined by Manish Karira and Ralph Summerford for a bull and bear debate on CATL, the world’s largest battery maker. Manish presents the bull case, arguing that a company most listeners have never heard of is becoming the backbone of the globa ... Show More
1h 19m
Aug 2020
Steven Anderson: Grow Your Business Like Amazon | Entrepreneurship | E75
What can we learn from the world's richest man and Amazon's CEO, Jeff Bezos? On today's show we are chatting with Steve Anderson, author of "The Bezo's Letters - 14 Principles to Grow your Business like Amazon." Steve has spent 35+ years helping the insurance industry understand, ... Show More
54m 34s
May 2021
Jeff Bezos (Insights, Stories, and Secrets)
What I learned from Working Backwards: Insights, Stories, and Secrets from Inside Amazon by Colin Bryar and Bill Carr.
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[3:58] What is best for the customer? Do that: "Amazon believes that long-term growth is best produced by putting the customer first. If you held this conv ... Show More
1h 3m
