The Changing Nature of Problems in Business Analysis and Various Topics Discussed

Ben and James discuss the Theory of the Conservation of Attractive Profits, Intel, Netflix, and how it all applies to Disney.

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Links

• Ben Thompson: Disney’s Choice — Stratechery
• Ben Thompson: Disney Follow-up — Stratechery Daily Update
• Ben Thompson: Aggregation Theory — Stratechery
• Ben Thompson: Netflix and the Conservation of Attractive Profits — Stratechery
• Ben Thompson: The Truth about Windows Versus the Mac — Stratechery
• Ben Thompson: ESPN: From Franchise to Business — Stratechery Daily Update
• Warren Buffett: 1991 Letter to Shareholders — Berkshire Hathaway
• Ben Thompson: Netflix Goes Global — Stratechery Daily Update
• Ben Thompson: Correction the Netflix Story — Stratechery Daily Update
• Ben Thompson: Disney Shifts to Streaming, Disney Versus Netflix, ESPN — Stratechery Daily Update
• Ben Thompson: Apple’s Organizational Crossroads — Stratechery
• Ben Thompson: TV Advertisings Surprising Strength — and Inevitable Fall — Stratechery

Hosts

• Ben Thompson, @benthompson, Stratechery
• James Allworth, @jamesallworth, Harvard Business Review

Podcast Information

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