Jason and Jeff discuss the impacts of strategic business shifts in companies like Airbnb, Amazon, Netflix, and Tesla, examining which moves added value, which ones did not, and where the jury is still out.
01:27 Airbnb Investment Discussion
02:38 Airbnb's Future and CEO Analysis
05:15 Challenges and Opportunities for Airbnb
13:52 Successful Business Transformations
14:31 Amazon's Strategic Moves
21:12 Microsoft's Resurgence
26:38 The Impact of the iPhone on Apple's Future
26:56 Microsoft's Struggles with Innovation
27:19 Steve Ballmer's Infamous Moment
28:01 Berkshire Hathaway: A Unique Conglomerate
30:42 Under Armour's Rise and Fall
33:27 Shopify's Strategic Decisions
36:24 Companies with Uncertain Futures
45:10 Tesla: The Ultimate Story Stock
Companies mentioned: ABNB, AMZN, BRK.B, CPNG, MELI, MSFT, NFLX, SBUX, SHOP, SOFI, TSLA, UA
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