MI Rewind: Valuing Netflix Stock w/ Tony Coniaris
发布时间 2023-07-21 09:00:00 来源
摘要
Clay Finck chats with Tony Coniaris about the investment process and philosophies at Oakmark, Netflix as a value investment, Netflix stock valuation, and much more!
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
01:50 - Oakmark’s criteria for a quality value investment.
07:44 - What it means to have a bottoms up investment approach rather than a top down approach.
11:39 - Why Netflix qualifies as a value investment for Oakmark.
15:30 - Tony’s thoughts on the volatility of the stock’s price action.
18:13 - How Tony thinks about valuing Netflix.
30:20 - Tony’s thoughts on a recent addition to Oakmark’s holdings - Willis Towers Watson.
And much, much more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
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Related episode: Listen to MI138: Fiserv Deep Dive w/ Bill Nygren & Mike Nicolas, or watch the video.
Related episode: Listen to TIP430: From Facebook to Meta and Beyond w/ Bill Nygren, or watch the video.
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