Lost in Spaces

1

Introduction

00:00 • 2min

2

Investing Advice - Is There Anything That's Better Than My Arguments?

01:39 • 1min

3

I Think It's Interesting That Youave Lite Companies Like Cleveland Cliffs Ported to Day.

03:06 • 2min

4

Are You Thinking of Exiting the Commodity Market?

04:44 • 2min

5

The Investor's Podcast - What's Your Name?

06:50 • 3min

6

Netflicks

09:22 • 2min

7

You Make Your Content Investments Ahead of Time

11:02 • 2min

8

I Think Bill Ackman Is Maybe Hated Way Too Much

12:33 • 2min

9

M B C U and Net Flik - Is There a Marriage There?

14:31 • 2min

10

Is Zaslov a Builder?

16:15 • 3min

11

Disney Plus - I'm Not Interested

18:47 • 2min

12

Is It a Secular Sort?

20:33 • 2min

13

Comcast Strategy - I'm an Old Man

22:04 • 2min

14

I'm a Peacock to Watch the New Episodes of Ahold

24:00 • 2min

15

The Problem With Netflick Short

25:42 • 2min

16

Is It a Short or a Long Term Investing Strategy?

27:24 • 2min

17

I'm Trying to Stay Away From Consumers

29:04 • 1min

18

The Consumer Isn't Vague in Shape, Right?

30:34 • 2min

19

I'd Like to See a Black Line

32:15 • 2min

20

I Don't Know What's in a Pie

34:21 • 2min

21

I Don't See the Recession Coming

35:55 • 2min

22

Is It Priced in or Not?

37:41 • 2min

23

I'm Going to Mess This Up, I Think.

39:14 • 2min

24

Is There a Supply Demand Problem?

40:56 • 2min

25

Do You Think the Volume of New Home Sales Will Go Up?

42:28 • 2min

26

I'm Just Making the Same Decisions as Always

44:13 • 2min

27

Risk Management

45:45 • 2min

28

I Think Buffet's Track Record Is Like the Most Insane Track Record

47:28 • 2min

29

How to Make Money in the Market

49:10 • 2min

30

Mac Donald Duggers and Bowing

50:43 • 2min

31

Is This Just Going to Be a Blood Bath?

52:21 • 1min

32

Legacy Media Business - What's the Fuck Do You Do?

53:49 • 2min

33

What's the Playing Field Like?

55:47 • 2min

34

Is It Possible That Reality TV Hacks Cheap, Shady Programming?

57:30 • 2min

35

Are You Ore You H Best Positioned in Something Worth Winning?

59:14 • 2min

36

Roku

01:00:58 • 2min

37

I'm on a TV, but I Don't Like Roku

01:02:51 • 2min

38

Is There a Bull Case for Paramount?

01:04:26 • 2min

39

I Think They've Got an Incentive to Put Their Best Content on Paramount Plus.

01:06:32 • 3min

40

Is It a Good Idea to Have a Linear Streaming Content Platform?

01:09:12 • 2min

41

Is the Total Oil Consumption Still Growing?

01:10:50 • 2min

42

Is the Bundle Really a Tree?

01:12:32 • 2min

43

Do Don't Touch Tin Now?

01:14:02 • 3min

44

Streaming or Mining? What's the Difference?

01:16:38 • 3min

45

Are European Steel Names of Interest?

01:19:20 • 2min

46

Renewable Energy Equipment Manufacturers

01:21:35 • 2min

47

Solar Energy

01:23:49 • 2min

48

Is There a Better Way to Be Long Short Than Intac?

01:26:02 • 2min

49

Streaming

01:27:36 • 2min

50

Is There a Bundle?

01:29:38 • 2min

51

Streaming

01:31:09 • 2min

52

Can You Spend Eight Billions of Dollars Smarter?

01:33:11 • 2min

53

The Space Is Scary to Day

01:35:28 • 3min

54

Is 30 Billion Dollars of Recurring Revenue a Fucton O Money?

01:38:23 • 2min

55

Is It a Sustainable Business Model?

01:40:00 • 2min

56

Roku

01:41:43 • 2min

57

Is It a Direct B or an Invent?

01:43:21 • 3min

58

I'm Very Confident on This, Right?

01:46:37 • 3min

59

Is It a Ts C Three Point O?

01:49:45 • 2min

60

Is There a Video Ad Supported Opportunity?

01:51:42 • 2min

61

I've Been Very Bullish on Avod

01:53:56 • 2min

62

Is Netlix a Bad Model?

01:56:25 • 3min

63

Streaming

01:58:56 • 3min

64

Is It a Sustainable Business Without Avod?

02:01:45 • 3min

65

The Question Is, Can They Sustain That?

02:05:12 • 2min

66

X L Cs Go to Zero, What Are You Paying for the Future Growth?

02:06:44 • 4min

67

Is Netflicks Reacting to the Current Environment?

02:10:26 • 3min