Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12
Introduction
00:00 • 4min
The Permian Basin: A Fragmented Environment
03:54 • 3min
AutoZone: The Uninteresting Financial Play That No One Wants to Talk About
07:17 • 5min
The Future of Work: How AutoZone Can Help You Grow Your Career
12:10 • 6min
Apple's Relative Strength in the Tech World
17:52 • 2min
The Resilience of Emerging Markets
19:53 • 5min
Microsoft's Cloud Computing Business Is Growing Slowly
24:54 • 4min
The Future of Gaming
29:10 • 4min
The Horrible Hype on AI
33:01 • 2min
Pin-Vaudot: A Chinese E-Commerce Company
34:59 • 3min
The Rise of Chinese Companies in the United States
38:23 • 5min
The Americans, Felix, and Michael McKean
43:07 • 4min