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

Focused Compounding

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Is There a Bigger Economy of Scale in the Distribution Side?

People have no problem with signing up for a bunch of different services. A lot of people don't know which company owns which distribution service. It doesn't matter to them. There are huge economies of scale in the distribution side, giant economies,. bigger in streaming and on line than they were before then.

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