Valuing a Streaming Giant: Analysis and Insights | 4min snip from We Study Billionaires

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TIP376: The Value of Netflix w/ Arif Karim

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CHAPTER

Valuing a Streaming Giant: Analysis and Insights

This chapter provides an in-depth analysis of a leading streaming service's valuation through its price-to-earnings multiple, assessing its growth potential and market standing. It emphasizes the company's competitive edge and the vast global market opportunities while offering insights into effective valuation strategies.

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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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