Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16
Introduction
00:00 • 2min
The Elephant in the Room
02:29 • 2min
How to Understand the Cash Flow Issue?
04:55 • 2min
Do You Want to Continue?
06:46 • 3min
Net Floats
09:47 • 1min
Free Cash Flow
11:10 • 3min
Is This a Company That Has More Than They Need?
14:04 • 2min
Are You Putting All Your Extrament Into Growth?
15:38 • 4min
Is There a Flywheel in Netflik?
19:36 • 3min
Capital Expenditures Versus Growth Capital Expensions?
23:02 • 5min
What's Your Free Cash Flow?
28:22 • 2min
Is It a Good Idea to Have a TV Channel?
29:55 • 2min
The Dallas Cowboy's Cheerleader Reality Show
32:05 • 2min
The Four Year Accounting Depreciation Schedule Is Highly Arbitrary
33:46 • 2min
Buying a Truck - Is Your Balance Sheet Going Negative?
35:23 • 2min
Invested Podcast
36:58 • 2min