Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11
Introduction
00:00 • 2min
How to Overcome the Gap Between My Portfolio and the S&P 500
01:37 • 3min
The Future of Amazon
04:11 • 2min
Amazon's Free Cash Flow Forecast
06:21 • 4min
Netflix's New Plan for Paid Sharing
10:46 • 4min
Google Cloud: A Profitable Company
15:13 • 2min
Microsoft: The Best Value in My Portfolio
17:08 • 3min
Adobe's Firefly AI Platform
19:55 • 2min
Salesforce: A Compounder
21:39 • 2min
Mark Benioff's Pivot to Profitability at Salesforce
23:30 • 3min
Apple's Growth Path
26:31 • 2min