0:00 - Introduction
1:25 - Reviewing buy & hold strategy
5:50 - Netflix’s record-breaking quarter
15:58 - Is there still value for Netflix shareholders going forward?
16:54 - Mailbag!
17:06 - Key lessons from the last 5-10 years
21:38 - Should CEOs announce buyback plans?
25:03 - Should unoptimized companies trade at higher multiples?
28:49 - How do US tariffs impact the energy sector?
33:13 - Are young investors developing investing skills by owning Fartcoins?
This week, Barry and Ernest break down Netflix’s huge quarter and its initiatives in sports before doing another mailbag, answering questions about key learnings, US tariffs, and, believe it or not, something called Fartcoin.