Baillie Gifford's Anderson on Amazon's Growth Prospects

The transcript discusses the growth trajectory of Amazon, highlighting the challenges it faces due to its massive scale and questioning its status as a growth stock. It also explores Jumia's potential as an online retail marketplace in Africa, comparing it to major players like Alibaba and Amazon. The conversation emphasizes the importance of long-term investment perspectives, noting that while immediate growth may not be evident, the potential for future success remains significant.

What challenges does the speaker identify regarding the scalability of online retail platforms?

In what ways does the speaker suggest that the growth metrics for companies may be misleading?