- 3:13: Donald’s feel of the market now
- 5:30: On taking more risk in an expensive market
- 7:40: Coca Cola
- 8:50: News Corp and Fox
- 11:00: Proctor and Gamble
- 13:00: His take on new technologies
- 16:00: Preservation of capital
- 17:00: Too much focus on forward earnings
- 18:50: Focusing on what you can control
- 19:10: How they sell
- 20:20: Why he owns Coca Cola and Pepsi in big chunks
- 21:00: Buying Beach Balls analogy!
- 23:38: One investment –Coca Cola
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