The company has a tried and true management team run by reed hastings, who has got tethe tea shirts for all kinds of issues that have come up for net flicks over the years. And so when you're looking at this management team, you don't see a management team that's going to turn rater on us. So here's a company that has a debt problem and a free ashful problem. Let's put it on the nose. A i think i would then start thinking similarly to what juska saying, and think like, well, i need to be a little more conservative on my margin of safety. Maybe ony tlive killing. I just said
In their final show on the investing question mark that is Netflix, Phil and Danielle use the entertainment and streaming company as a case study to help you understand how to handle investing in a company if you can’t figure out if it has an intrinsic value.
While most of the companies you invest in seem to be clear-cut, there could be some outliers. So how do you handle them? What are the red flags? How do you identify the moat?
Tune in to this episode of InvestED to learn how to invest in riskier businesses and identify their moats, and why it’s important to buy wonderful businesses at fair prices instead of fair businesses at wonderful prices.
To learn more about what types of questions to ask and what you need to understand to invest with success, download Phil’s 4 Ms to Successful Investing Guide: https://bit.ly/3zCiorb
Resources Discussed:
Topics Discussed:
- Valuation
- Big moat businesses
- Margin of safety
- Debt
- Basic investing rules
For show notes and more information visit www.investedpodcast.com
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