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TIP528: Mastermind Q1 2023 w/ Tobias Carlisle and Hari Ramachandra
We Study Billionaires - The Investor’s Podcast Network
Is There Something There?
Hori: I remember saying a long time ago to a friend of mine that whenever Disney hit a hundred bucks, I would buy. And what happened was that, you know, they hit like 86 or something like somewhere in the 80s and that chickened out. Partly because whenever something tanks, a lot of other things also tank, but distant tank more than other stocks for a number of reasons. He says Netflix is one of the better companies in this terrible industry. Hori: They're losing a billion dollars a quarter; it would be outrageous to say that it has no value. But if you have to you have to normalize earnings if you want to do that.
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