The Business Brew

Andrew Freedman – TMT talk!

Jan 27, 2022
Ask episode
Chapters
Transcript
Episode notes
1
Introduction
00:00 • 3min
2
The Hedge ITV Behindyo - Is That Really a Good Idea?
02:59 • 2min
3
Hedgi - I've Never Heard It Before, but I Didn't Know It
04:32 • 3min
4
Are You Providing Level Over View of the Quads?
07:49 • 2min
5
What Are These Quadrants Thes Gyser Talking About?
09:20 • 2min
6
Long Commodity Inflation
11:22 • 2min
7
Is It a Bubble?
13:12 • 3min
8
Hedghp Hedgeeye
16:07 • 5min
9
Snapchat Versus Twitter Competently?
21:26 • 4min
10
Twitter's Attec, Isn't It?
25:31 • 2min
11
Is Twitter a Good Place to Start?
27:29 • 3min
12
Is Twitter a Good Place to Be a Brand Adviser?
30:03 • 3min
13
Research Recommendation Service
33:18 • 2min
14
You Don't Have Any Skin in the Game, Right?
35:07 • 3min
15
I'm Not the Biggest Cable Fan, Right?
38:02 • 2min
16
What Are the Fundamentals of the Business Doing?
39:40 • 3min
17
How Much of a Company's Terminal Value Matters, Right?
42:57 • 3min
18
The Name of the Game in Investing
45:52 • 3min
19
Investing in a Business
48:48 • 2min
20
Is There a Better Use of My Capital?
50:27 • 3min
21
Cable Vision
53:46 • 2min
22
Investing in Fibre
55:42 • 4min
23
Is There a Better Consumer Structure in a Bundled Offering?
59:24 • 2min
24
Roku vs Netflare
01:01:41 • 2min
25
I've Had a Samson Tison, and I'm a Little Clunky, Yes.
01:03:21 • 3min
26
Is the Long Tail of Niche Content Going to Matter to You Now?
01:06:10 • 2min
27
Viacom C B S and MBC U Assets - The Cable Box Peacock Didn't Work
01:07:59 • 2min
28
Is It a Matter of Squeezing as Much Juice as You Possibly Can?
01:10:23 • 2min
29
Is It a Good Deal or a Bad Deal?
01:12:50 • 5min
30
I've Found Ad Insertion to Be Quite Good, I'm a Happy Watcher
01:17:23 • 3min
31
Are You Paying for Access?
01:20:41 • 2min
32
Oo Tats, I Bet, That's Why.
01:22:51 • 2min
33
Ike, You Know, I've Been There, Is It a Good Idea?
01:24:28 • 3min