TIP376: The Value of Netflix w/ Arif Karim

  • Thread starter We Study Billionaires - The Investor’s Podcast
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We Study Billionaires - The Investor’s Podcast

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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:

  • (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.



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