@Performax But each year you need to rebalance your portfolio, and replace the underperforming with the other companies. it's the same as manage ETF. instead of the biggest 500 (sp500) it's the biggest 10 of each year. I have made a lot of simulations and it's quite appealing.
@PowerWordChill$AMZN just a retailer/logistics provider…? Prime Video, and specially AWS with it’s cloud service, the app… if Amazon was just a retailer the valuation wouldn’t be so high, and it wouldn’t be affected so much every time it has good or bad news from it’s hard tech part of the business…
And $UBER is not a cab company, the value is the app and the capacity of getting comissions on it, they don’t own the cars nor employ the drivers (and now they’re also in delivery business with Uber Eats)…
