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Fred McBill
@fmcbill
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@hansvan333 although he of course would love, our little man Sanjeev hasn't sold hundreds of billions of dollars of bonds just hundreds of millions. former billionaire is a nice touch too, could have possibly gone with never was?
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@tofdaj @BankBraavos I'm not questioning need for short of it advertising- catching buyers when they fall as B Sharp likes to say: be that end caps at supermarkets or search ads. But with loss of eyeballs from broadcast tv, advertisers are looking for places for brand salience
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@galumay @tofdaj @BankBraavos not everyone can go without cars, airlines, supermarkets et al like you
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@tofdaj @BankBraavos Took a while for Reed to flip
@nosunkcosts the Meta/smb comment is weird because once Reed decided to flip it sounded like he knew NFLX had an opening to take TV's brand salience advertising and to leave DR/targeted ads to FB/G. (towards the end of snippet)
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@tofdaj @BankBraavos brands aren't looking for short of it advertising with attribution - they are looking for a place to advertise brand salience or 'long of it' with attribution unavailable
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@Invesquotes to be fair, and imo, it has been proven that the button didn't have a moat. The Dutch moat still needs to be proven over time, notwithstanding the op leverage.
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@pussyisalive @beags101 Cliché Munger latticework or Epstein book Range probably not a bad place as background thinking
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