MI153: Valuing Netflix Stock w/ Tony Coniaris
发布时间 2022-03-24 17:00:00 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.
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Read this episode’s transcript and full show notes on our website.
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