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Amazon.com Inc. (AMZN $227.47)
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Salesforce Inc. (CRM $263.59)
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Box Inc. Class A (BOX $33.09)
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Dropbox Inc (DBX $27.88)
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Black Box Corporation (BBOX $1.09)
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Fastly Inc. Class A (FSLY $7.18)
Q: In your reply to Dan regarding Amazon and high valuations you mentioned being cautious on companies with “commodity like” businesses receiving high valuations.
Could you give a couple of examples with a couple of explanatory comments so members will have a guideline on these things and know what to watch for.
Thank You for your great service
Clarence
Could you give a couple of examples with a couple of explanatory comments so members will have a guideline on these things and know what to watch for.
Thank You for your great service
Clarence