3min 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

C E F Ia - Is That the Biggest Risk?

The biggest risk is a major sell down. Part of that discount could be also because of how thinly traded they are. You have to understand you just don't go by them blindly, oh, it's out of 20%. And really understand what it is in what is sort of your investment thesis? When will you axet vehicle? An open and mutua funed is te vehicle. We want to understand what's under the hood that's driving the performance of that particular investment vehicle.

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