The Intrinsic Value Podcast - The Investor’s Podcast Network MI153: Valuing Netflix Stock w/ Tony Coniaris
IN THIS EPISODE, YOU’LL LEARN:
- 01:50 - Oakmark’s criteria for a quality value investment.
- 07:44 - What it means to have a bottoms up investment approach rather than a top down approach.
- 15:39 - Why Netflix qualifies as a value investment for Oakmark.
- 19:30 - Tony’s thoughts on the volatility of the stock’s price action.
- 32:49 - How Tony thinks about valuing Netflix.
- 38:20 - Tony’s thoughts on a recent addition to Oakmark’s holdings - Willis Towers Watson.
- And much, much more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
- Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
- Robert and Clay’s tool for picking stock winners and managing our portfolios: TIP Finance.
- Check out the Oakmark Funds.
- See Oakmark’s Commentary.
- Related episode: MI138: Fiserv Deep Dive w/ Bill Nygren & Mike Nicolas.
- Related episode: TIP430: From Facebook to Meta and Beyond w/ Bill Nygren.
- Get a FREE audiobook from Audible.
- Are you a looking to start investing? Check out our article on How to Invest in Stocks: The Ultimate Guide for Beginners.
- Check out our Investing Starter Packs about business and finance.
SPONSORS
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Read this episode’s transcript and full show notes on our website.
Connect with Oakmark: Website | Twitter
Connect with Clay: Twitter
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