The Intrinsic Value Podcast - The Investor’s Podcast Network MI165: Is FAANG the New Value? w/ John Huber
May 5, 2022
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19
Introduction
00:00 • 2min
The Importance of Focusing on the Macro Environment
01:50 • 2min
The Importance of Long Term Thinking in Investing
03:48 • 3min
The Importance of Long Term Thinking
06:58 • 3min
The Relationship Between Running and Investing
09:48 • 3min
Bill Belichick's Decision to Go Forward on Fourth Down
12:21 • 4min
The Best Showdown Ever on Paramount Plus
16:10 • 3min
The Importance of Durability in a Business
18:50 • 4min
The Advantages of Co-Part
23:09 • 3min
How to Manage New Capital in a Fixed Portfolio
26:03 • 5min
The Three Engines of Return in a Stock
30:38 • 5min
The Rise of Overvalued Growth Companies
35:21 • 3min
The Role of Monopoly in Fan Companies
38:39 • 6min
Amazon: The Best Place to Advertise in the Digital Advertising Industry
44:37 • 4min
Amazon's Growth Runway
48:38 • 3min
How to Invest in Emerging Companies
51:18 • 3min
The Impact of Businesses on Society
53:52 • 2min
The Importance of Conflict of Interest in Business
55:46 • 4min
The Importance of Positive Feedback Loops
01:00:04 • 3min