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I like what he said about Wal-Mart of China being an on-line company. A lot of the emerging markets skipped fully building out landlines to go mobile. Could a

I like what he said about Wal-Mart of China being an on-line company. A lot of the emerging markets skipped fully building out landlines to go mobile. Could a country skip brick and mortar to go largely online? I can think of a dozen reasons why he's wrong, but I'd have said the same about several of his investments, and he's the one who has been right so far.

mathattack 15y ago
Another thread today references Barnes and Noble versus Amazon. http://www.nytimes.com/2012/01/29/business/barnes-noble-taking-on-amazon-in-the-fight-of-its-life.html?pagewanted=1&ref=technology http://www.nytimes.com/2012/01/29/business/barnes-noble-taki... If Amazon really has 100+ times the market cap as Barnes and Noble, perhaps it's another reason to think Yuri is right!