TIVP059: Netflix (NFLX): The King of Streaming w/ Shawn O’Malley & Daniel Mahncke
发布时间 2026-02-15 10:00:00 来源
摘要
Shawn O’Malley and Daniel Mahncke break down Netflix (ticker: NFLX) and discuss whether the company has finally won the streaming wars. While growth looked challenged back in 2022, Netflix has proven resilient in the face of competition and economic slowdowns by leaning into advertising and password crackdowns, with much room left to run internationally.
IN THIS EPISODE, YOU’LL LEARN:
00:00:00 - Intro
00:13:36 - How Netflix pivoted from mailing DVDs to streaming
00:14:48 - How Netflix killed Blockbuster
00:24:20 - Why the business works so well with two co-CEOs
00:46:25 - How being a first-mover got Netflix through the cash burn phase before any competition arose
00:48:29 - What Netflix is doing to sustain growth into the future
00:54:00 - What makes the company’s culture so legendary
01:04:18 - Why Netflix’s app just “works” better than the competition
01:18:03 - How to think about modeling NFLX’s intrinsic value
01:22:28 - Whether Shawn and Daniel add NFLX to their Intrinsic Value Portfolio
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
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Value Investors Club pitch on NFLX.
The Acquired podcast’s episode on Netflix.
Business Breakdowns’ podcast on Netflix.
Check out No Rules Rules by Reed Hastings & Erin Meyer.
Netflix CEO Ted Sarandos on the future of entertainment.
Check out our previous Intrinsic Value breakdowns: Transdigm, Salesforce, Berkshire Hathaway, FICO, PayPal, Uber, Nike, Amazon, Airbnb, Alphabet.
Related books mentioned in the podcast.
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