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Ep 362. Value Stock vs. Value Trap: The Importance of Business Momentum

Focused Compounding

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The Effects of Luck Versus Other Factors

The neflix even publicly has said that, in no retrospect, they should have looked at the growth they ar experiencing through covid and instead of be a little bit more sceptical towards it. So for instance, is there a sign that nefi was spending too much on content that wasn't particularly good? A that kind of loose cost controls and green lining too many things is not luck. That's a strategy that might be a problem. We have signs that the process has gotten worse or better. And so if we have signs that they're spending too much money, is that something that we can see? And that's a trend versus a bunch of flops um.

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