TIP376: The Value of Netflix w/ Arif Karim

We Study Billionaires - The Investor’s Podcast Network

Stig Brodersen

Education, Investing, Business

4.6 • 3.6K Ratings

🗓️ 5 September 2021

⏱️ 64 minutes

🔗️ Recording | iTunes | RSS

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Summary

In today’s episode, Trey Lockerbie sits down with Arif Karim to talk about Netflix. Arif holds a degree in economics from MIT and is a Sr. Investment Analyst at Ensemble Capital. Netflix is another amazing example of a company with an incredible flywheel effect. A lot of people stated that Netflix would never be profitable, and yet, they became cashflow positive in 2020 and claim to be self-funding production from here.

IN THIS EPISODE, YOU'LL LEARN:

(07:24) The moat around Netflix compared to HBO, Disney, Amazon, and others
(09:57) The amazing strategy for customer acquisition behind the growth
(53:00) Arif’s intrinsic value of Netflix and a whole lot more

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

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Transcript

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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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