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We Study Billionaires - The Investor’s Podcast
Guest
In today’s episode, Trey Lockerbie sits down with Arif Karim to talk about Netflix. Arif holds a degree in economics from MIT and is a Sr. Investment Analyst at Ensemble Capital. Netflix is another amazing example of a company with an incredible flywheel effect. A lot of people stated that Netflix would never be profitable, and yet, they became cashflow positive in 2020 and claim to be self-funding production from here.
IN THIS EPISODE, YOU'LL LEARN:
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
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IN THIS EPISODE, YOU'LL LEARN:
- (07:24) The moat around Netflix compared to HBO, Disney, Amazon, and others.
- (09:57) The amazing strategy for customer acquisition behind the growth.
- (53:00) Arif’s intrinsic value of Netflix and a whole lot more.
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
- Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
- Trey Lockerbie Twitter.
NEW TO THE SHOW?
- Check out our We Study Billionaires Starter Packs.
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SPONSORS
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- Fidelity
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- Fundrise
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HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Continue reading...