6min chapter

We Study Billionaires - The Investor’s Podcast Network cover image

TIP445: The Fall of Netflix and Overlooked Assets w/ David Stein

We Study Billionaires - The Investor’s Podcast Network

CHAPTER

Is Now the Time to Be Greedy When Others Are Fearful?

Flicks is down 14 % or so from its high over the last 52 weeks. Do we think net flicks is sort of a canary in the coal mine for the other kind of basket of high flying text stocks? As interest rates go up, you're discounting those earnings, and they're more impacted than a value company that's paying dividends. I'd rather own a basket of tom stocks, knowing someill blow up, but most will do just fine.

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