Matt Cochrane - Moats and More

1

Introduction

00:00 • 2min

2

How Do You Generally Invest?

02:01 • 3min

3

Is There a More Like-Minded Community on Twitter?

04:34 • 4min

4

Dollar Cost Average

08:31 • 4min

5

Alphabet Is One of My Largest Positions

12:06 • 3min

6

Alphabet Doesn't Want to Test That Out

14:40 • 3min

7

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

17:16 • 2min

8

Is Facebook a Fenemy Kind of Relationship?

19:02 • 2min

9

Alphabet Is a Much Clearer Picture

21:04 • 2min

10

Investing in a New Computing System Is a Big Pivotal

22:42 • 2min

11

Zuckerberg's Capital Allocation Discount

24:43 • 2min

12

The Probability of Success

26:22 • 3min

13

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

28:54 • 4min

14

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

32:29 • 2min

15

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

34:14 • 3min

16

Global Payments

36:52 • 4min

17

Do You Think Adion Will Be a Winner?

40:38 • 3min

18

Global Payments

44:04 • 2min

19

Guide Wir

45:48 • 5min

20

Learning New Systems Isn't Easier Than You Think

50:24 • 3min

21

Is Oracle Mode Shrinking or Expanding?

53:10 • 4min

22

Is There a Moat Attack on Google Search Engines?

56:46 • 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.

01:01:08 • 3min

24

Is Disney a Public Company?

01:04:25 • 2min

25

Is Universal the Best Amusement Park?

01:06:46 • 3min

26

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

01:09:50 • 3min

27

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

01:13:00 • 3min

28

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

01:15:55 • 2min

29

Investing Lessons From Pascal Pascal's Wager

01:17:27 • 3min

30

Investing in the US Stock Market

01:20:00 • 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

01:22:34 • 3min

32

Investing in Value Stocks

01:25:29 • 4min

33

The Best Investment of All Time in Apple

01:29:24 • 2min

34

You Don't Have to Buy the Exact Bottom

01:31:19 • 3min