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

Focused Compounding

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What Is the Problem With Netflix?

Some companies that do neilson type stuff of trying to track information about net flicks by surveying things. And it maybe not a great comparison of releasing and dropping a movie on net flix verses putting it down theatres, in terms of the way in which people engage with it. Some some shows can be more valuable because they can target certain groups and be more effective as advertising. Other shows might be less effective for advertising purposes, but reach a very large audience.

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