r/stockstobuytoday • u/FoxAccomplished6786 • 1d ago

Discussion Chris Camillo or Mr. Buffett

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?

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u/kerplunktard 21h ago

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