TIP258: Current Market Conditions and Value Investing w/ Tobias Carlisle (Business Podcast)
We Study Billionaires - The Investor’s Podcast Network
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Evaluating Netflix: A Shift in Valuation
This chapter explores the complexities of valuing Netflix within the competitive streaming landscape, contrasting it against traditional cable providers. It discusses the impact of rising competition from giants like Disney and the challenges of maintaining growth amid increasing content costs. Additionally, it delves into the nuances of value investing, emphasizing the importance of cash flow metrics over traditional accounting measures in assessing company valuations.
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