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Show Notes

[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