How Amazon, Microsoft’s growth went from ‘stupendous’ to ‘nice’

How Amazon, Microsoft’s growth went from ‘stupendous’ to ‘nice’

By Yahoo Finance Video
Publication Date: 2026-01-16 19:30:00

00:00 Speaker A

international stocks still look like a good deal to you right now. have some more upside. Where else do you think that investors are not focused enough right now? What are so are some overlooked things that you think they should be looking at?

00:10 Speaker B

Well, one of the things that’s just fascinating is we have this uh strange binary duality where uh investing is looked at as growth versus value.

00:23 Speaker A

Right.

00:26 Speaker B

Um, value is cheap, growth is expensive.

00:35 Speaker B

Pardon me, expensive doesn’t mean growth, expensive means expensive. It’s actually a two-dimensional thing. Cheap versus expensive and growing versus not growing.

00:46 Speaker A

Right.

00:46 Speaker B

Most stocks that are growing fast are expensive, but not all of them. Most stocks that are cheap aren’t growing very well, but not all of them. And we need to throw that uh uh stupid binary worldview…