Ep 366. Microsoft + Netflix, Advice for New Investors, Buffett/Munger, and Testing Bargaining Power
Focused Compounding
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Neflix
Neflix is very close to linear t v, as compared to many of these other services we talk about. It's probably closer to it than a anyo the others. The bigger issue for me, always with ned flick has been the supply side. And i think that this pivot, in part, is driven by the supplySide.
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