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Aug 23Liked by Jacob B

i wonder the outcome if they succesfully purchase 711 🤔

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Besides the massive debt pile that would come from it, it's a great way to get exposure to the Asian market for Couche-Tard. Japanese and Korean consumers worship 7-Eleven.

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Hey J is Amazon still undervalued in your opinion? I’m not looking for financial advice, just wondering if your conviction has changed or not?

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Aug 23·edited Aug 23Author

Hi Shayne. Yes, I personally do believe Amazon is still undervalued... and by quite the margin as well. I got to a fair value of $210 when I ran the numbers last week. My conviction hasn't changed at all.

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