The Intrinsic Value Podcast - The Investor’s Podcast Network

MI Rewind: Valuing Netflix Stock w/ Tony Coniaris

Jul 21, 2023
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Episode notes
1
Introduction
00:00 • 4min
2
Oakmark's Value Investing Strategy
03:42 • 5min
3
How to Be an Active Manager
08:53 • 3min
4
The Importance of Lifelong Learning
12:22 • 2min
5
How to Invest in Short-Term Rentals
13:55 • 3min
6
The Value of Netflix's Global Scale Business
16:43 • 5min
7
Netflix's Competitive Advantage
21:25 • 3min
8
The Disconnect Between Growth and Profitability for Netflix
24:52 • 3min
9
The Best Offer in NetSuite's 25 Years
28:08 • 3min
10
Netflix's Intrinsic Value
30:56 • 5min
11
Netflix's Value Growth Overcame Expectations
36:20 • 3min
12
The Cost Saving Opportunity for Willis Re-Reinsurance
39:47 • 4min
13
How Oakmark's Free Cash Flows Will Be Deployed Going Forward
43:53 • 2min