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00:00 Overview
02:00 Agents Remove Friction
10:31 DooDash Disruptted Rebuttal
24:17 Mastercard Disrupted Rebuttal
32:40 The Domino Effect Rebuttal
42:45 Netflix Warner Bros Update
44:45 Meta & AMD Chip Deal
46:36 Fail Of The Week: Robot Vacuum Hacking

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I am not a professional investor and have never claimed to be. I'm an amateur investor sharing my experience of what I've learned, where I have had success, and where I've had failures. I share my thoughts on investing and performance with transparency. My approach and goal to investing is to buy high-quality long-term investments in world-class businesses that I call "compounders". I view my investments as businesses, not as stocks. Before creating content on YouTube full time I worked as a senior-level programmer for 8 years. Over the years as a programmer, I compounded my knowledge of development. I take the same iterative learning approach to my study of investing. I study investing as a craft in the continual pursuit of being better. I will make mistakes in investment decisions from time to time. Results are not guaranteed. Please do not blindly follow me into any investments, and make sure your portfolio and investments are built around your specific income, risk tolerance, personality, timeline, and overall circumstances.