TIP376: The Value of Netflix w/ Arif Karim
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Stig Brodersen
4.6 • 3.6K Ratings
🗓️ 5 September 2021
⏱️ 64 minutes
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| 0:00.0 | You're listening to TI-P. |
| 0:02.6 | On today's episode, I sit down with RF Careem to talk about Netflix. |
| 0:06.8 | RF holds a degree in economics from MIT and is a senior investment analyst at Ensemble Capital. |
| 0:12.6 | Netflix is an amazing example of a company with an incredible flywheel effect. |
| 0:17.2 | A lot of people stated that Netflix would never be profitable, and yet they became cashflow |
| 0:21.2 | positive in 2020 and claimed to be self-funding production from here. |
| 0:25.6 | Today we discuss the mode around Netflix compared to HBO, Disney, Amazon, and others. |
| 0:30.9 | The amazing strategy for customer acquisition behind the growth, |
| 0:34.2 | RF's intrinsic value of Netflix, and a whole lot more. |
| 0:37.5 | I love this discussion and I learned a lot. |
| 0:40.0 | It's amazing to see how these incredibly large and fast growing companies |
| 0:43.3 | may still have a lot of upside ahead. |
| 0:45.5 | I hope you enjoyed as well, so without further ado, here's my conversation with RF Careem. |
| 0:50.2 | You are listening to the Investors podcast. |
| 0:56.9 | Where we study the financial markets and read the books that influence self-made billionaires |
| 1:01.6 | the most. We keep you informed and prepared for the unexpected. |
| 1:14.5 | Welcome to the Investors podcast. I'm your host, Tray Lockerbie, and today |
| 1:18.8 | we're super excited to have back on the show RF Careem. |
| 1:22.4 | RF, welcome back. |
| 1:23.6 | Hey, thanks, Tray. I'm so glad to be back. |
| 1:26.2 | I'm a big fan of your show and chatting with you and the others is always a great thing for me. |
| 1:33.2 | Well, you and I connected. |
... |
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