Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14
Introduction
00:00 • 2min
The Problem With Adding a Company to My Portfolio
01:46 • 4min
The Importance of Synergy in Accounting Software
06:09 • 3min
The Fundamentals of Qualtrim Software
09:34 • 3min
How to Judge a Company's Stewardship of Cash Flow
12:25 • 2min
How to Choose the Right Company to Invest In
14:27 • 3min
Qualtran's Cash Flow Yield
17:11 • 2min
The Impact of Stock Based Compensation on Free Cash Flows
19:24 • 2min
Sacha Nadella's Response to Elon Musk's Comments That Microsoft Controls Open AI
21:52 • 3min
The Future of AI
24:25 • 3min
Why Elon Musk Tweets Crazy Things
27:30 • 3min
Why Share Your Opinion?
30:10 • 3min
Elon Musk's Tweets Hurt the Company
32:50 • 2min
The Politics of Elon Musk
34:53 • 4min