Baillie Gifford's Anderson on Amazon's Growth Prospects

The transcript discusses the growth trajectory of Amazon, highlighting the challenges of maintaining growth at a large scale and the implications for investment. It also explores Jumia's potential as an online retail marketplace in Africa, comparing it to major players like Alibaba and Amazon, and emphasizes the long-term investment perspective despite current challenges.

What is a significant challenge for Amazon as it continues to grow?

• Decreasing customer satisfaction

• Lack of innovation in product offerings

• Maintaining growth due to its large scale

• Increasing competition from new startups

Why might Amazon no longer be considered a good growth stock?

• Its market share is decreasing

• It has reached a significant scale making growth difficult

• Its product quality is declining

• It is facing legal challenges

What recent achievement of Amazon is highlighted in the discussion?

• Expanding into new countries

• Winning a major legal battle

• Launching a new product line

• Reaching over a million employees

What is Jumia compared to in terms of its potential future?

• Netflix, Hulu, or Disney+

• Google, Facebook, or Twitter

• eBay, Walmart, or Target

• Alibaba, MercadoLibre, or Amazon

What is a key factor for Jumia's long-term success according to the discussion?

• Reducing operational costs

• Establishing leadership over 20-30 years

• Short-term market trends

• Immediate profitability