Focused Compounding cover image

Ep 366. Microsoft + Netflix, Advice for New Investors, Buffett/Munger, and Testing Bargaining Power

Focused Compounding

00:00

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.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app