- Amazon.com Inc. (AMZN)
- Salesforce Inc. (CRM)
- Box Inc. Class A (BOX)
- Dropbox Inc (DBX)
- Black Box Corporation (BBOX)
- Fastly Inc. Class A (FSLY)
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