The Big Themes:

Wall Street/Main Street: The software sector had a great year. The markets didn’t correct. Main Street not so much – stores are boarded up and it’s a ghost town.

Disney played this perfectly: Netflix and Disney are going head-to-head. Both companies have done well in 2020, but you’re going to see Disney outperform Netflix in 2021.

Walmart and Amazon: Does Walmart really want to finance their number one competitor – and does Amazon want that too?

Rockefeller, Standard Oil, and AWS: John D. Rockefeller fought hard not to have Standard Oil split apart, but the wealth creation that happened was huge.

The Big Quotes:

“I still think Amazon needs to spin out AWS. It's crazy that they haven't yet.”

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