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28min chapter
#39 The Optimizer
Behind the Balance Sheet
Valuing Growth in Cable and Streaming Industries
This chapter explores the investment strategies and valuation challenges in the cable TV and streaming sectors, particularly focusing on companies like Netflix. It discusses the intricacies of stock management, implications of AI on Alphabet's business model, and critiques the concentrated wealth in the S&P 500. The conversation emphasizes the necessity for investors to assess true company value beyond surface metrics, advocating for a diversified and informed investment philosophy.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode