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

Focused Compounding

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How to Play People Off Against Each Other

walmart has like a private label stuff, which would be close to the relationship we were talking about with b w exocnologies. Theres might be some alternatives, but they're so big that they run into this problem that they can't realistically test out others to take over for them. They have to play people off against each other and develop their own capabilities. i think the incentivis for walmarter to get down the prices um and even in terms of the function is set up.

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