### Comment:
Fascinating read. Thanks. And this is coming from an Amazon bull, believe it or not.

### REPLY:
I truly believe that Amazon is a revolutionary company. If anyone deserves the exuberance, it’s them. I’m just concerned by just how massive their valuation has become. 
  
 I’m also a long term investor, and don’t even try to predict the short term. So this isn’t to say they won’t run up another 90%, who knows. I don’t fuck with animal spirits.

### END.