Ep 366. Microsoft + Netflix, Advice for New Investors, Buffett/Munger, and Testing Bargaining Power
Focused Compounding
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Are There Any Red Flags That Stick Out to You as Insufficient Bargaining Power When Looking at Companies?
Payment terms is always an issue. Anything that kind of seems like theire incentivizing them with a big fear of mine often is that the company is financing it som customers. If you have a lot of bargain power, and they can't rnegotiate with you, then you can more safely bring down your volumes. "I was dumb of me not to buy games workshop when there was a transition there"
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