Ep 366. Microsoft + Netflix, Advice for New Investors, Buffett/Munger, and Testing Bargaining Power

1

Introduction

00:00 • 2min

2

Motes and Durability - What's the Moat?

01:34 • 2min

3

Micrsoft and Nut Flicks Partnering?

03:20 • 5min

4

Is Netflix's Subscriber Growth Slowing?

08:49 • 2min

5

What Is the Problem With Netflix?

10:55 • 5min

6

Neflix

16:17 • 4min

7

Is There a Bigger Economy of Scale in the Distribution Side?

20:26 • 3min

8

Do You Think Nefos Is a Real Possibility?

23:01 • 3min

9

Stock Picking - Slash Value Investing Online Courses

25:34 • 3min

10

Don't Read Any Investing Books

28:21 • 4min

11

How to Invest in Text Stocks?

32:08 • 3min

12

Investing

35:34 • 3min

13

Are You a Spin Off Only Investor?

38:58 • 4min

14

Investing in Stocks

43:16 • 3min

15

Buffet Don't Say, I Was Too Concentrated, or I Wasn't Concentrated Enough

46:33 • 3min

16

Is There a Way to Diversify Your Investments?

49:21 • 1min

17

How to Choose the Right Stocks for Your Investments

50:36 • 5min

18

Is Murger Arbitrage a Bad Thing?

56:00 • 4min

19

Is It a Merger Arbitrage?

01:00:04 • 2min

20

Buffet vs Munger - Is Buffet a Better Investor?

01:02:26 • 2min

21

Buffet, I Don't Think They Own a Bit of Coscow.

01:04:44 • 2min

22

Buffet Is a Lot More Interested Than Munger Thinks He Is

01:06:26 • 2min

23

Buffet Is the Bunger

01:08:03 • 2min

24

Do They Have Some Responsibility to Quit When They're at Their Peak?

01:09:35 • 2min

25

Is Buffet Really Good at Chess?

01:12:05 • 2min

26

What Is the Difference Between Profitabilly and Blackberry?

01:13:38 • 3min

27

How Does This Compare to Other Things?

01:16:23 • 4min

28

A High Gross Margin Can Be a Problem

01:20:06 • 3min

29

What Are the Numbers Telling You?

01:23:07 • 4min

30

How to Survive in Your Industry?

01:27:04 • 4min

31

What's the Most Dominant Business Model?

01:30:35 • 6min

32

The Greatest Safety Isn't Dominance

01:36:06 • 3min

33

The Bilateral Monopoly

01:38:40 • 2min

34

How to Play People Off Against Each Other

01:40:34 • 2min

35

Private Label

01:42:34 • 2min

36

Are You at the Mercy of the Super Market?

01:44:05 • 2min

37

Is It Possible for Private Label to Be Successful?

01:46:23 • 5min

38

Are There Any Red Flags That Stick Out to You as Insufficient Bargaining Power When Looking at Companies?

01:51:26 • 4min

39

Is the Future Going to Be Different?

01:55:13 • 3min

40

How Much of a Gogl's Revenue Is Still Search?

01:58:39 • 2min

41

How to Make the Transition From Good to Great

02:01:07 • 2min