EP 335. Investing in Alibaba, Geoff’s Hot Take On AMZN, Tech Stocks, Groupthink, & Much More

1

Introduction

00:00 • 2min

2

O T C M

02:11 • 5min

3

How Much Has the Float Grown?

06:44 • 6min

4

Investing in a Chinese Stock?

12:42 • 3min

5

The Marginal Margin on Incremental Business

15:13 • 4min

6

Is Google Getting Better With Scale?

19:09 • 3min

7

Is Amazon Going to Be a Bookstore?

22:33 • 2min

8

Amazon Web Services Is a Good Business

24:26 • 4min

9

Streaming Is a Good Idea?

28:53 • 5min

10

The Most Admirable Thing About Thunderbird

33:34 • 3min

11

TV Series

36:11 • 3min

12

Game of Thorns

38:43 • 2min

13

The Matrix Movies

40:33 • 3min

14

How Do You Avoid Group Thinking When You're on Twitter?

43:33 • 3min

15

Are You Trying to Be Positive on a Stock?

46:15 • 2min

16

How to Create Value in the Long Term

48:42 • 3min

17

What Kind of Shareholders Will I Get?

51:42 • 2min

18

What's the Fagging to Do?

53:21 • 2min

19

The Stagmar Was Up by a Lot Last Year

55:46 • 2min

20

What Makes You Ultimately Buy or Dot Buy a Stock?

57:18 • 2min

21

Is YourInvesting a Real Business?

59:15 • 3min