Why Amazon Got Lucky With Jeff Bezos

ℹ️ EPISODE INFO

Released

January 4, 2023

Duration

4m

Channel

Acquired

Watch on YouTube

▶ Open ↗

📝 EPISODE DESCRIPTION

Billionaire investor Howard Marks, co-founder of Oaktree Investments, and his son Andrew Marks, co-founder of TQ Investments discuss Amazon's remarkable financial journey. How did Jeff Bezos play a role in creating unexpected value for Amazon? Learn the importance of understanding a business at a deeper level before making investment decisions and the key lessons that can be gained from Amazon's success story. Want to join the conversation? Leave a comment and share your thoughts! Listen to the full Howard Marks & Andrew Marks: Something of Value episode here: https://www.youtube.com/watch?v=k9xXpsoRG18 More like this: The Path to Exceptionality with Billionaire Investor Howard Marks: https://youtu.be/UX-TdHm4E8s Is Jeff Bezos the Best Investor of All Time? : https://youtu.be/DZVmVCt2lPI The Origin Story of Qualcomm: https://youtu.be/oYgNnJDSEqw CONNECT with us! Instagram: https://instagram.com/acquired.fm Twitter: https://twitter.com/AcquiredFM Tiktok: https://www.tiktok.com/@acquiredfm Visit our website: https://www.acquired.fm #tech #acquired #businesspodcast #techpodcast ⁠#business #business101 #investing #investingtips #investment #howardmarks #andrewmarks #tqventures #oaktreecapital #oaktree #howardmarks #acquired #amazon #aws #vc

🎤 SPEAKERS

• Ben Gilbert

  host

  Co-host of the Acquired podcast, interviewing guests about business and technology history.

• Andrew Marks

  guest

  Investor at Oaktree Capital Management who discusses investing frameworks and co-authors investment memos.

• Howard Marks

  guest

  Co-founder of Oaktree Capital Management and well-known investor/author of Oaktree investing memos.

🧾 EPISODE SUMMARY

In this episode of Acquired, featuring Ben Gilbert and Andrew Marks, Why Amazon Got Lucky With Jeff Bezos explores amazon shows how founder optionality reshaped value versus growth investing Amazon illustrates how exceptional management can create unforeseen business lines like AWS, rewarding investors who price in founder-driven optionality.

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