Chapter
How to measure revenue quality in different industries
1:26:24 - 1:31:09 (04:45)
The quality of revenue differs across industries depending on the margin and the amount of money invested. Different factors like revenue or earnings quality are determinants of revenue quality and vary across industries.
Clips
One expert argues that shutting down Facebook's VR effort could lead to increased profitability and a higher stock value.
1:26:24 - 1:28:04 (01:40)
Summary
One expert argues that shutting down Facebook's VR effort could lead to increased profitability and a higher stock value. Additionally, they argue that platforms like Zoom are better suited for certain virtual communication needs.
ChapterHow to measure revenue quality in different industries
Episode#651: Legendary Investor Bill Gurley on Investing Rules, Finding Outliers, Insights from Jeff Bezos and Howard Marks, Must-Read Books, Creating True Competitive Advantages, Open-Source Strategies, Adapting Mental Models to New Realities, and More
PodcastThe Tim Ferriss Show
The speaker discusses the potential for Mark Zuckerberg to redirect the VR efforts of Facebook and how the sun cost fallacy might be at play here since Zuckerberg has heard these concerns for years; he compares this situation to successful side ventures of other companies like AWS and Android.
1:28:04 - 1:29:02 (00:57)
Summary
The speaker discusses the potential for Mark Zuckerberg to redirect the VR efforts of Facebook and how the sun cost fallacy might be at play here since Zuckerberg has heard these concerns for years; he compares this situation to successful side ventures of other companies like AWS and Android.
ChapterHow to measure revenue quality in different industries
Episode#651: Legendary Investor Bill Gurley on Investing Rules, Finding Outliers, Insights from Jeff Bezos and Howard Marks, Must-Read Books, Creating True Competitive Advantages, Open-Source Strategies, Adapting Mental Models to New Realities, and More
PodcastThe Tim Ferriss Show
In the business world, not all revenue is created equal.
1:29:02 - 1:31:09 (02:07)
Summary
In the business world, not all revenue is created equal. Revenue quality can vary based on factors such as gross margins and earnings, with some producing more profit than others.