In one sentence: A rerun of Danielle's interview with Cheryl Einhorn, already covered in full in 213; the only new part is a short intro framing it as preparation for the Netflix series.
Key ideas
- Rerun. The interview (AREA method, pre-mortem, cheetah sheets, thesis statements) is the same as 213; see that note for the ideas. This note records only what's new. [03:00–44:00]
- Why it was replayed. Danielle plays it to prepare for the Netflix episodes: the core question is how to decide about a company whose future is uncertain, with limited information. [01:00–02:00]
- Netflix listener emails. Listeners sent in many emails and Danielle says she will reply to them; submissions are now closed, and the episodes start the following week (see 371 and 374). [00:30–01:30]
- A point worth keeping from the replay. The pre-mortem is the tool for a story stock: write how you could be wrong, then set measurable triggers (for Netflix, think subscriber growth and content cost per subscriber). That is an application, not something said in the episode. [15:00–18:00]
How it maps to RuleOne
- As in 213: the stock pages' SEC links fit the "absolute" stage, and a written pre-mortem belongs next to each holding on /holdings/.
Buffett, Munger and Graham links
Words to know
- Pre-mortem: see 213.
Try this
Before the Netflix episodes, write a half-page pre-mortem for any stock you own, with three measurable triggers that would make you reassess. Then compare it with what the hosts check in 374.
Check yourself
- Why was this episode replayed?
Answer
To prepare listeners for the Netflix deep dive, a company where the decision rests on an uncertain future. - Where are the full notes on the interview?
Answer
In 213.
Short quotes
"Writing is thinking." (Einhorn, ~20:30, auto-transcribed)