The Business Brew

Matt Cochrane - Moats and More

Nov 3, 2022

01:34:48

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Highlights

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Episode notes

The Probability of Success

02:32

Investing Lessons From Pascal Pascal's Wager

02:33

Investing - I'm a Consumer Investor and I Want to Let People Know That's Not True

03:10

Introduction

2min

How Do You Generally Invest?

3min

Is There a More Like-Minded Community on Twitter?

4min

Dollar Cost Average

4min

Alphabet Is One of My Largest Positions

3min

Alphabet Doesn't Want to Test That Out

3min

Apple's Free Cash Flow Yields Are Like a Shark in a Smaller Fish

2min

Is Facebook a Fenemy Kind of Relationship?

2min

Alphabet Is a Much Clearer Picture

2min

10.

Investing in a New Computing System Is a Big Pivotal

2min

11.

Zuckerberg's Capital Allocation Discount

2min

12.

The Probability of Success

3min

13.

Investing in a Stock Like Johnson & Johnson Coca-Cola IBM McDonald's Walmart Walmart

4min

14.

I've Been Reticent and I'm Down Overall on My Position Because It's Not Averaging in Uh

2min

15.

I'll Buy a Small Position in a Company Like Adiene

3min

16.

Global Payments

4min

17.

Do You Think Adion Will Be a Winner?

3min

18.

Global Payments

2min

19.

Guide Wir

5min

20.

Learning New Systems Isn't Easier Than You Think

3min

21.

Is Oracle Mode Shrinking or Expanding?

4min

22.

Is There a Moat Attack on Google Search Engines?

4min

23.

I'm Not Sure if They're Going to Be Able to Monetize the Parks at All but I'm Sure They'll Be.

3min

24.

Is Disney a Public Company?

2min

25.

Is Universal the Best Amusement Park?

3min

26.

Investing - I'm a Consumer Investor and I Want to Let People Know That's Not True

3min

27.

Investing in Stocks - I'm Like 'Oh I Like This Idea' and I Just Like Doubled My Money in Six Months

3min

28.

I've Never Skipped Lines Like That Before but I Don't Really Regret It

2min

29.

Investing Lessons From Pascal Pascal's Wager

3min

30.

Investing in the US Stock Market

3min

31.

I'm a Commodity Investor and I've Always Found You to Be a High Integrity Individual Doing Things for the Right Reasons

3min

32.

Investing in Value Stocks

4min

33.

The Best Investment of All Time in Apple

2min

34.

You Don't Have to Buy the Exact Bottom

3min

Matt Cochrane (@Matt_Cochrane7 on Twitter) stops by The Business Brew to discuss his investment philosophy, how it’s evolved over the past few years, Big Tech, and more. Matt is a police officer with a passion for investing.

He began his investment education by studying The Motley Fool discussion boards. Bill and Matt catch up regularly and Bill always enjoys chatting with Matt. This week they decided to record one of those conversations.

We hope you enjoy the discussion.

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