Jun. 19 at 11:08 PM
A lot of investors look for one reason a stock can win.
I would rather own companies with several.
$AMZN can win through AWS, ads, retail, logistics, and AI infrastructure.
$UBER can win through mobility, delivery, ads, memberships, and autonomy.
$SOFI can win through deposits, lending, financial services, and cross-selling.
The more realistic paths a business has, the less the thesis depends on one perfect outcome.