00:00 - Intro
01:10 - Kitchens, or Sink Book
03:18 - Why We Prefer Business Books Over Investing Books
08:30 - Creating the Right Systems in Business
10:31 - John Neff on Investing
12:30 - Owning the Same Stock Multiple Times
18:00 - Returns from Multiple Expansion or Business Returns
20:00 - Business Momentum
24:20 - Inflection Points
29:59 - Capital Flows and Pod Shop Incentives


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