
EP 335. Investing in Alibaba, Geoff’s Hot Take On AMZN, Tech Stocks, Groupthink, & Much More
Focused Compounding
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Streaming Is a Good Idea?
Netflix has a bad bargaining position, so i don't know if anpits will make a lot of money and have a low cost of capital. It's in a much worse business than advertiser supported media. Do you think the industry of streaming is just going to be like five man companies? I mean, t others will exist, but you need sufficient scale. Paramount has made sure now that star tract things, as they each roll off, will all go back to only paramount paralelYou watch yellow ston? No, have you heard of that? Yes, really good.
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