MI Rewind: Valuing Netflix Stock w/ Tony Coniaris
The Intrinsic Value Podcast - The Investor’s Podcast Network
The Investor's Podcast Network
4.6 • 592 Ratings
🗓️ 21 July 2023
⏱️ 45 minutes
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Summary
Transcript
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| 0:00.0 | You're listening to TIP. |
| 0:02.2 | On today's show, we've started to reshare some older episodes that are my favorite for a few |
| 0:07.5 | reasons. |
| 0:08.6 | One, we get a bunch of new listeners each week, so the new listeners may not have heard this |
| 0:13.2 | episode before. |
| 0:14.6 | Two, even if you've been listening for a while, you may have missed this episode when it |
| 0:19.2 | originally came out. |
| 0:22.5 | Or three, even if you've heard it before, it can be a great episode to learn from again. If you've already heard this |
| 0:27.2 | episode or you're not interested in hearing it, feel free to just skip it. There's no harm in that, |
| 0:31.7 | and you can pick up with our new episodes next week. All right, guys, that's all I had for you |
| 0:36.5 | for this new intro. Everything going forward |
| 0:39.3 | is going to be from the original show. Hope you guys enjoy it. And the way we're thinking about |
| 0:46.7 | Netflix is, I think we all can agree that the media business is moving video, especially |
| 0:51.6 | moving towards streaming, right, from linear television. |
| 0:54.9 | Netflix has a huge lead, and it's transitioning from a more local media business globally |
| 1:01.2 | to much more of a global scale business. |
| 1:07.3 | On today's episode, I'm joined by Tony Conieris. |
| 1:14.1 | Tony is a portfolio manager at Oakmark Funds, which manages over $64 billion. During the episode, Tony and I chat about Oak Mark's criteria |
| 1:20.7 | for quality value investment, what it means to have a bottoms-up investment approach, why Netflix |
| 1:26.7 | qualifies as a value investment, |
| 1:29.6 | Tony's thoughts on the recent volatility of Netflix's stock, how Tony thinks about the value of |
| 1:35.5 | Netflix, a recent addition to Oak Mark's holdings, Willis Towers Watson, and much more. |
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