366- Is Netflix Worth Investing In?

InvestED: The Rule #1 Investing Podcast

Phil Town & Danielle Town

Investing, Business

4.6 • 1.6K Ratings

🗓️ 26 April 2022

⏱️ 40 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Have you ever thought about if it’s really worth it to go big and invest in a company like Netflix? Would they have a strong enough moat to compete against their competitors? In this episode of InvestED, Phil and Danielle debate whether Netflix is worth investing in, considering they have a wide range of competitors. Tune in to understand how to gather the correct information to pick the best companies to invest in and determine if you would consider investing in a large company like Netflix. To help you decide if a big company is secure enough to invest in, even in uncertain times, download a copy of Phil’s Ultimate Stock Market Crash Survival Guide here: https://bit.ly/3LF6EHk And if you have questions for Phil and Danielle about Netflix, send them an email at [email protected]. Topics discussed in this podcast: Review of inflation-proof companies Netflix’s moat Competing with other streaming options Additional resources discussed in this podcast: CNN Business List of big companies with pricing power For show notes and more information visit www.investedpodcast.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Hey everybody this is Phil Town and this is Danielle Town. Welcome to the
0:13.8	invested podcast where we are just unpeeling the Warren Buffett Charlie
0:19.4	Munger onion of how to invest properly. How to invest properly and we have a
0:25.2	really interesting thing that's happened in the markets since we talked to you
0:31.0	last. Yeah to Netflix right. A propos of our conversation a couple of
0:38.5	episodes ago recently where we've been talking about inflation-proof
0:43.8	companies what companies would do well in a recession environment what
0:48.0	companies would do well in a inflationary environment what companies would
0:51.9	do well in a combined environment and we've been going through kind of a list
0:56.4	that you had from CNN and we also talked a good amount about Netflix and then
1:04.9	low and behold they announce a massive loss of subscribers and there's
1:12.0	stock drop 20 percent. Massively yes indeed. I find this quite intriguing. It is
1:21.2	intriguing and I think for any that long-term value investor this is quite
1:25.4	intriguing because if you're somebody who loves Netflix thinks it's a fantastic
1:30.6	inflation-proof company this could be a great opportunity if you're somebody
1:36.4	who thinks Netflix has no moat and has been spending money handover fest
1:41.3	on ridiculous projects then this could be a reset for the company that you're
1:49.8	enjoying watching from afar. This is going to be really interesting. I mean
1:54.6	Reed Hastings is the CEO of Netflix and really the guru of streaming of the
2:02.4	streaming industry right having really invented it and back when he first
2:08.6	started going he was competing against HBO he was competing at Hulu. He's been
2:13.1	in competition with companies from sort of day one over the last 12 years or so
	...

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