In this company focused interview, we talk with The Science of Hitting's Alex Morris on the Dollar Tree, Netflix, Disney, Match Group, Airbnb, and Spotify, in addition to touching on thoughts around when to exit a postion and how to stay open to new information. The Science of Hitting Research (or TSOH for short) is an investment research service that provides subscribers in-depth analysis on public equities. Learn more about it here.
You can purchase Alex's new book, Buffett and Munger Unscripted, which curates decades of Berkshire Hathaway Annual Meeting wisdom here.
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Show Notes
(0:00) Intro
(0:44) The Science of Hitting Research
(5:01) Confidence in a Circle of Competence vs Consumer Fickleness
(8:21) Dollar Tree: Does macro impacts mean the consumer value prop is weak?
(32:17) SVOD, 21st Century Fox, and a Netflix Case Study
(40:57) Why couldn’t Disney beat Netflix?
(47:16) When stock valuations drive business operations
(53:43) How to think about valuation and when to sell
(1:06:44) Match Group and the Dating Industry
(1:20:11) Airbnb thoughts and Brian Chesky's Moonshot
(1:32:46) Mistakes, Spotify
(1:39:40) Good News, Page 379 is Free, and I Don’t Know
(1:41:43) Conclusion
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Disclaimer
Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. Please see our full disclaimers here: https://speedwellresearch.com/disclaimer/
