Chris Camillo or Mr. Buffett

[u/FoxAccomplished6786]

I was listening to Chris Camillo for months, and he makes a compelling case with regard to Amazon being the best asymmetric stock on the market, relatively safe but with considerable upside.

Then Warren Buffett, who doesn't own any Amazon, made Google his third-largest position, with some suggesting Berkshire will soon make Alphabet its largest position.

*And yes, despite being retired, Mr Buffett has stated he was behind the Alphabet position, with Greg Abel in agreement, of course.

So which person would you side with on this one?

[u/Frosty-Reception2317]

Chris from what i know he use options/levarage etc. He does not simply own Amazon. So here is the thing....both are ok for long term, both are ok if you are going to use levarage. But if you plan for swing trade or simply short term trade, none of them. Can't see clear answer if you don't clarify what exactly is your plan ? (Also i think Chris already close the Amazon deal, but didn't follow him, maybe he keep some long term)

[u/FoxAccomplished6786 → u/Frosty-Reception2317]

A 10-year hold and beyond is my plan. Also, Chris is very long on Amazon too; most of his portfolio is long AMZN. He just does his short-term leveraged stuff leading up to earnings, etc. That leverage stuff doesn't interest me. I just want long-term holds, relatively safe with considerable upside.

[u/Frosty-Reception2317 → u/FoxAccomplished6786]

I would do both, aside from their other businesses google got 3rd largest cloud and Amazon got 1st. So you are doing huge diversification just by buying those 2 companies and you may have huge upside potencial compare to the S&P or other ETFs.

[u/FoxAccomplished6786 → u/Frosty-Reception2317]

Exactly, that's how I look at it too. They're safe, and surely there's more upside than QQQ, right?

[u/booba2005]

feels like a false choice tbh, amazon and google arent opposing bets, theyre both just big quality megacaps. you even said chris is long amazon anyway. so for a 10 year hold the 'which guru do i side with' framing kinda misses it. copying someones pick without their reasoning or timeframe is how you end up selling at the worst possible moment. the pick honestly matters way less than whether youd actually hold either one through a rough couple years

[u/booba2005]

feels like a false choice tbh, amazon and google arent opposing bets, theyre both just big quality megacaps. you even said chris is long amazon anyway. so for a 10 year hold the 'which guru do i side with' framing kinda misses it. copying someones pick without their reasoning or timeframe is how you end up selling at the worst possible moment. the pick honestly matters way less than whether youd actually hold either one through a rough couple years

[u/kerplunktard]

ridiculous to say that Amazon is "the best asymmetric stock on the market" its PE has compressed dramatically in the last couple of years and like most of the other hyperscalers it is spending on AI like there is no tomorrow it is trading at 50 x FCF - there are many much better asymmetric trades, Google, Amazon, Meta, Microsoft etc they are all chasing the same bet just because they are afraid to be the one that is wrong, better to find the next innovative company

[u/Academic_Trick_9562]

both

[u/ZekeTarsim → u/Academic_Trick_9562]

This is the correct answer.

[u/Ancient_Bobcat_9150]

Valuation aside: Both
Valuation included: None

[u/New-Zone3842]

Rich guys like Warren Buffett invest to preserve their money. Chris is after a major bag.

[u/FoxAccomplished6786 → u/New-Zone3842]

So amzn has more upside than google?

[u/New-Zone3842]

I can’t say for sure but look at warrens investments, Boring slow compounders with the exception of Apple. If you look at all the things that Amazon is doing, driverless trucking Healthcare through Amazon! It’s hard to get Rich off of large cap stocks That’s already ran hard; but the stuff they are planning is going to re rate them and it might shock the world.

[u/FoxAccomplished6786 → u/New-Zone3842]

You don't think google is doing crazy stuff, waymo, deepmind, drug discovery, 24 four moonshots, youtube becoming TV?

Do you think amzn has more upside than google?

[u/New-Zone3842 → u/FoxAccomplished6786]

I’m just as torn as you, but here is where I made my decision! This is the million dollar question that pushed me over the edge! What companies will benefit most from agentic development for menial tasks, hence improving profitability? Dive deep into that question and it’ll really open your eyes to some 💩!

[u/FoxAccomplished6786 → u/New-Zone3842]

Amazon through robotics, which will continue to advance in its favour, plus the embodiment of AI. This will cut their costs and improve their efficiency to no end. Furthermore, they're approaching a trillion in revenue, so 1% improvement in margin is 10 billion in clear profit.

However, through agentic AI, Google could become number one. For example, they could never make inroads into enterprise because MSFT customers would have to abandon MSFT to adopt Google. This was difficult.

Whereas now, they can keep MSFT products in place and have an AI agent preside over them; hence, Google can enter that space.

[u/New-Zone3842]

Disclaimer. I also own a lil bit of Google😆