The Big Tech Capex Debate, Amazon Retail, Align’s Pricing Challenge

Update: 2025-11-02

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In Channel

Serial Acquirer ROIC, Fiserv Debacle and Management Credibility, Wise and Stablecoins

2025-11-3001:02:21

The Big Tech Capex Debate, Amazon Retail, Align’s Pricing Challenge

2025-11-0201:03:15

Lululemon, Align, LLMs and Newsletters, Portfolio Holdings, Right for the Right Reasons

2025-09-2858:38

Never Sell: Episode 9 - Global Payments, AI and Software, OpenAI and Anthropic Bubble?

2025-08-2557:35

Never Sell: Episode 8 - AI, Meta, Process, Pods, Writing

2025-08-0350:18

Never Sell: Episode 7 - APi Group

2025-06-3001:06:28

Never Sell: Episode 6 - Airbnb and Booking

2025-06-0301:27:23

Never Sell: Episode 5 - Cadence and Synopsys

2025-04-3001:11:05

Never Sell: Episode 4 - Adobe

2025-03-3101:06:46

Never Sell: Episode 3 - Deep Research

2025-02-2456:28

Never Sell: Episode 2 - XPEL

2025-01-2701:07:23

Never Sell: Episode 1 - AppFolio

2024-12-2301:10:33

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#box-pro-ellipsis-176467287940664{-webkit-line-clamp:2;}The Big Tech Capex Debate, Amazon Retail, Align’s Pricing Challenge