Cornerstone Investing Insights

This episode is brought to you by:

Tegus. Tegus has built the most extensive primary information platform available for investors. With Tegus, you can learn everything you’d want to know about a company in an on-demand digital platform. Investors share their expert calls, allowing others to instantly access more than 10,000 calls on Square, Snowflake, or almost any company of interest. Visit https://www.tegus.co/patrick to learn more.

[00:02:34] – Doing a deep dive into the early days of Netflix

[00:06:50] – What was impressive about Reed

[00:07:34] – Visiting Netflix’s distribution centers early on and the lessons of those visits

[00:10:44] – Lessons learned from other distribution centers

[00:17:52] – What helps create good luck for a company

[00:19:17] – Why tequila was fun to investigate

[00:25:09] – Why tequila is different from other hard liquors

[00:27:40] – Finding the cornerstone insight in a company

[00:29:20] – What he’s learned about media-driven personalities and WWE

[00:34:30] – Lessons in starting a media company and developing IP

[00:39:00] – Having to battle activist shareholders in business

[00:42:43] – How the rate of return in deep investigations has changed over his time

[00:45:08] – Kindest thing anyone has done for him