TIP376: The Value of Netflix w/ Arif Karim

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By Stig Brodersen and The Investor's Podcast Network. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

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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486 episodes