MI Rewind: Valuing Netflix Stock w/ Tony Coniaris
The Intrinsic Value Podcast - The Investor’s Podcast Network
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The Disconnect Between Growth and Profitability for Netflix
The company is buying back stock today. They haven't done that for a long time. That's a signal that these very smart managers think their stocks undervalued. The adjustment we were doing originally when we invested was just to highlight that this was significantly under price. But over time, they've been raising the price and using those dollars to reinvest in other markets with more subscribers.
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