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Podcast: The Intrinsic Value Podcast - The Investor’s Podcast Network
Episode: MI Rewind: Valuing Netflix Stock w/ Tony Coniaris
Description: 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 - Intro01:50 - 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 To...