MI153: Valuing Netflix Stock w/ Tony Coniaris
发布时间 2022-03-24 09:00:00 来源
摘要
IN THIS EPISODE, YOU’LL LEARN:
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.
15:39 - Why Netflix qualifies as a value investment for Oakmark.
19:30 - Tony’s thoughts on the volatility of the stock’s price action.
32:49 - How Tony thinks about valuing Netflix.
38:20 - 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
Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
Robert and Clay’s tool for picking stock winners and managing our portfolios: TIP Finance.
Check out the Oakmark Funds.
See Oakmark’s Commentary.
Related episode: MI138: Fiserv Deep Dive w/ Bill Nygren & Mike Nicolas.
Related episode: TIP430: From Facebook to Meta and Beyond w/ Bill Nygren.
Get a FREE audiobook from Audible.
Are you a looking to start investing? Check out our article on How to Invest in Stocks: The Ultimate Guide for Beginners.
Check out our Investing Starter Packs about business and finance.
SPONSORS
Support our free podcast by supporting our sponsors:
DeleteMe
NerdWallet
Meyka
Fundrise
TurboTax
Public
NetSuite
Read this episode’s transcript and full show notes on our website.
Connect with Oakmark: Website | Twitter
Connect with Clay: Twitter
HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
GPT-4正在为你翻译摘要中......
