
Ep 366. Microsoft + Netflix, Advice for New Investors, Buffett/Munger, and Testing Bargaining Power
Focused Compounding
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How Much of a Gogl's Revenue Is Still Search?
More than half of a gogl's revenue is still search. But what they've gotten better at, and this is, i think, what buffet talks about, a not buying google when they knew about giko. The thing that he missed is how e effect it was at advertising,. And how more effectov t would get over time that way.
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