MI Rewind: Valuing Netflix Stock w/ Tony Coniaris
The Intrinsic Value Podcast - The Investor’s Podcast Network
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Netflix's Competitive Advantage
We're going to have a setback in the margin trajectory this year. Part of that is because we had a above average last year. And then there's some other things compounding and scaring people like we've had this clockwork increase in margins. It's not just user growth, but also profitability. What is the competitive advantage or moat that Netflix has that maybe others don't?Yeah, well, it starts with their lead, right? You have the scale and they're in a position today where they can afford to provide more content value by having a big content budget at a lower price. That's really powerful for consumers.
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